SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $152,211 | +44.1% | 3,139 | +49.9% | 0.02% | +50.0% |
Q2 2023 | $105,643 | -30.5% | 2,094 | -33.0% | 0.01% | -33.3% |
Q1 2023 | $152,046 | +1.7% | 3,124 | -2.3% | 0.02% | -5.3% |
Q4 2022 | $149,457 | +31.1% | 3,199 | +19.7% | 0.02% | +26.7% |
Q3 2022 | $114,000 | -11.6% | 2,673 | -6.0% | 0.02% | -6.2% |
Q2 2022 | $129,000 | -9.8% | 2,844 | +6.4% | 0.02% | -5.9% |
Q1 2022 | $143,000 | -4.0% | 2,673 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $149,000 | -2.0% | 2,673 | -7.1% | 0.02% | -10.5% |
Q3 2021 | $152,000 | -42.2% | 2,878 | -40.6% | 0.02% | -42.4% |
Q2 2021 | $263,000 | +94.8% | 4,843 | +81.2% | 0.03% | +83.3% |
Q1 2021 | $135,000 | +17.4% | 2,673 | 0.0% | 0.02% | +5.9% |
Q4 2020 | $115,000 | +30.7% | 2,673 | 0.0% | 0.02% | +13.3% |
Q3 2020 | $88,000 | +3.5% | 2,673 | 0.0% | 0.02% | -6.2% |
Q2 2020 | $85,000 | +23.2% | 2,673 | 0.0% | 0.02% | +6.7% |
Q1 2020 | $69,000 | +263.2% | 2,673 | +429.3% | 0.02% | +400.0% |
Q3 2019 | $19,000 | – | 505 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |