SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,666 | -8.1% | 3,334 | -4.4% | 0.00% | – |
| Q2 2023 | $175,970 | +7.1% | 3,488 | +3.3% | 0.00% | – |
| Q1 2023 | $164,359 | -3.9% | 3,377 | -7.8% | 0.00% | – |
| Q4 2022 | $171,089 | -12.3% | 3,662 | -19.8% | 0.00% | – |
| Q3 2022 | $195,000 | -5.3% | 4,567 | 0.0% | 0.00% | – |
| Q2 2022 | $206,000 | -58.0% | 4,567 | -50.2% | 0.00% | – |
| Q1 2022 | $490,000 | -3.5% | 9,172 | +0.2% | 0.00% | – |
| Q4 2021 | $508,000 | +137.4% | 9,155 | +126.2% | 0.00% | – |
| Q3 2021 | $214,000 | +18.2% | 4,048 | +21.1% | 0.00% | – |
| Q2 2021 | $181,000 | +31.2% | 3,344 | +22.7% | 0.00% | – |
| Q1 2021 | $138,000 | +17.9% | 2,726 | 0.0% | 0.00% | – |
| Q4 2020 | $117,000 | +30.0% | 2,726 | 0.0% | 0.00% | – |
| Q3 2020 | $90,000 | -12.6% | 2,726 | -16.4% | 0.00% | – |
| Q2 2020 | $103,000 | +12.0% | 3,261 | -8.4% | 0.00% | – |
| Q1 2020 | $92,000 | -43.6% | 3,561 | -12.3% | 0.00% | – |
| Q4 2019 | $163,000 | +2.5% | 4,060 | -3.7% | 0.00% | – |
| Q3 2019 | $159,000 | -3.0% | 4,214 | -2.9% | 0.00% | – |
| Q2 2019 | $164,000 | +8.6% | 4,340 | +6.9% | 0.00% | – |
| Q1 2019 | $151,000 | +480.8% | 4,060 | +408.1% | 0.00% | – |
| Q4 2018 | $26,000 | -43.5% | 799 | -28.9% | 0.00% | – |
| Q3 2018 | $46,000 | -9.8% | 1,124 | -12.8% | 0.00% | – |
| Q2 2018 | $51,000 | +112.5% | 1,289 | +97.7% | 0.00% | – |
| Q1 2018 | $24,000 | +26.3% | 652 | +33.1% | 0.00% | – |
| Q4 2017 | $19,000 | +5.6% | 490 | 0.0% | 0.00% | – |
| Q3 2017 | $18,000 | -55.0% | 490 | -66.2% | 0.00% | – |
| Q3 2015 | $40,000 | -9.1% | 1,450 | 0.0% | 0.00% | – |
| Q2 2015 | $44,000 | – | 1,450 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |