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 | $332,654 | -24.6% | 6,860 | -21.5% | 0.00% | – |
| Q2 2023 | $440,917 | -47.4% | 8,739 | -49.2% | 0.00% | – |
| Q1 2023 | $837,451 | +143.2% | 17,206 | +133.4% | 0.00% | – |
| Q4 2022 | $344,400 | +4.7% | 7,372 | -4.9% | 0.00% | – |
| Q3 2022 | $329,000 | -19.4% | 7,748 | -14.0% | 0.00% | – |
| Q2 2022 | $408,000 | +9.4% | 9,007 | +28.9% | 0.00% | – |
| Q1 2022 | $373,000 | -36.0% | 6,988 | -33.3% | 0.00% | – |
| Q4 2021 | $583,000 | +30.4% | 10,483 | +23.6% | 0.00% | – |
| Q3 2021 | $447,000 | -18.4% | 8,481 | -15.8% | 0.00% | – |
| Q2 2021 | $548,000 | +119.2% | 10,076 | +103.9% | 0.00% | – |
| Q1 2021 | $250,000 | +163.2% | 4,942 | +123.2% | 0.00% | – |
| Q4 2020 | $95,000 | +1087.5% | 2,214 | +778.6% | 0.00% | – |
| Q3 2020 | $8,000 | -93.0% | 252 | -93.1% | 0.00% | – |
| Q2 2020 | $115,000 | -14.2% | 3,639 | -29.9% | 0.00% | – |
| Q1 2020 | $134,000 | -71.5% | 5,189 | -55.6% | 0.00% | – |
| Q4 2019 | $470,000 | +30.9% | 11,687 | +22.8% | 0.00% | – |
| Q3 2019 | $359,000 | -25.4% | 9,519 | -25.5% | 0.00% | – |
| Q2 2019 | $481,000 | +42.7% | 12,771 | +41.3% | 0.00% | – |
| Q1 2019 | $337,000 | +6.0% | 9,037 | -6.6% | 0.00% | – |
| Q4 2018 | $318,000 | -13.1% | 9,673 | +7.6% | 0.00% | – |
| Q3 2018 | $366,000 | -19.7% | 8,993 | -21.3% | 0.00% | – |
| Q2 2018 | $456,000 | +1281.8% | 11,425 | +1172.3% | 0.00% | – |
| Q1 2018 | $33,000 | -29.8% | 898 | -28.5% | 0.00% | – |
| Q4 2017 | $47,000 | +261.5% | 1,256 | +257.8% | 0.00% | – |
| Q3 2017 | $13,000 | -80.0% | 351 | -81.1% | 0.00% | – |
| Q2 2017 | $65,000 | -19.8% | 1,862 | -20.8% | 0.00% | – |
| Q1 2017 | $81,000 | -55.2% | 2,352 | -55.7% | 0.00% | – |
| Q4 2016 | $181,000 | +19.9% | 5,306 | +9.0% | 0.00% | – |
| Q3 2016 | $151,000 | +5.6% | 4,866 | 0.0% | 0.00% | – |
| Q2 2016 | $143,000 | +1091.7% | 4,866 | +1116.5% | 0.00% | – |
| Q2 2015 | $12,000 | – | 400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
| First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
| WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
| Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
| MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
| Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
| Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
| Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
| Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
| JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |