SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 266 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,052 | -61.7% | 661 | -60.2% | 0.00% | – |
| Q2 2023 | $83,747 | +61.6% | 1,660 | +55.9% | 0.00% | – |
| Q1 2023 | $51,834 | – | 1,065 | +17650.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 6 | -98.9% | 0.00% | – |
| Q2 2021 | $30,000 | +7.1% | 560 | 0.0% | 0.00% | – |
| Q1 2021 | $28,000 | +16.7% | 560 | 0.0% | 0.00% | – |
| Q4 2020 | $24,000 | +26.3% | 560 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | -5.0% | 560 | -11.9% | 0.00% | – |
| Q2 2020 | $20,000 | +81.8% | 636 | +45.5% | 0.00% | – |
| Q1 2020 | $11,000 | -38.9% | 437 | 0.0% | 0.00% | – |
| Q4 2019 | $18,000 | +5.9% | 437 | -0.2% | 0.00% | – |
| Q3 2019 | $17,000 | +466.7% | 438 | +468.8% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 77 | +1.3% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | -95.8% | 76 | -96.4% | 0.00% | – |
| Q4 2016 | $72,000 | +10.8% | 2,100 | 0.0% | 0.00% | – |
| Q3 2016 | $65,000 | +4.8% | 2,100 | -1.1% | 0.00% | – |
| Q2 2016 | $62,000 | +3.3% | 2,124 | +1.1% | 0.00% | – |
| Q1 2016 | $60,000 | +1.7% | 2,100 | 0.0% | 0.00% | – |
| Q4 2015 | $59,000 | +3.5% | 2,100 | 0.0% | 0.00% | – |
| Q3 2015 | $57,000 | -10.9% | 2,100 | 0.0% | 0.00% | – |
| Q2 2015 | $64,000 | -1.5% | 2,100 | 0.0% | 0.00% | – |
| Q1 2015 | $65,000 | +3.2% | 2,100 | 0.0% | 0.00% | – |
| Q4 2014 | $63,000 | – | 2,100 | – | 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% |