SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |