SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 251 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,285,796 | -15.8% | 67,762 | -12.4% | 0.01% | 0.0% |
| Q2 2023 | $3,901,349 | +11.4% | 77,331 | +7.5% | 0.01% | 0.0% |
| Q1 2023 | $3,500,931 | +14.1% | 71,932 | +9.5% | 0.01% | 0.0% |
| Q4 2022 | $3,067,728 | +10.5% | 65,662 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $2,777,000 | +2.4% | 65,309 | +8.9% | 0.01% | +25.0% |
| Q2 2022 | $2,713,000 | -14.2% | 59,960 | +1.3% | 0.00% | 0.0% |
| Q1 2022 | $3,163,000 | +1005.9% | 59,177 | +1050.0% | 0.00% | – |
| Q4 2021 | $286,000 | -3.1% | 5,146 | -29.5% | 0.00% | -100.0% |
| Q3 2018 | $295,000 | +0.7% | 7,297 | -0.0% | 0.00% | 0.0% |
| Q2 2018 | $293,000 | -23.1% | 7,298 | -29.4% | 0.00% | 0.0% |
| Q1 2018 | $381,000 | – | 10,341 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |