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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $290,351 | +39.1% | 5,755 | +34.1% | 0.00% | +33.3% |
| Q1 2023 | $208,805 | +2.4% | 4,290 | -1.7% | 0.00% | 0.0% |
| Q4 2022 | $203,896 | -12.9% | 4,364 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $234,000 | +5.9% | 4,373 | +10.0% | 0.00% | 0.0% |
| Q4 2021 | $221,000 | -25.8% | 3,974 | -29.6% | 0.00% | -25.0% |
| Q3 2021 | $298,000 | +43.3% | 5,647 | +47.6% | 0.00% | +33.3% |
| Q2 2021 | $208,000 | -10.3% | 3,825 | -16.6% | 0.00% | 0.0% |
| Q1 2021 | $232,000 | -31.4% | 4,588 | -48.7% | 0.00% | -57.1% |
| Q3 2019 | $338,000 | +44.4% | 8,945 | +24.9% | 0.01% | +16.7% |
| Q4 2018 | $234,000 | – | 7,164 | – | 0.01% | – |
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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% |