SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,528 | +92.2% | 114 | +100.0% | 0.00% | – |
Q2 2023 | $2,876 | +3.6% | 57 | 0.0% | 0.00% | – |
Q1 2023 | $2,775 | -73.9% | 57 | -75.0% | 0.00% | -100.0% |
Q4 2022 | $10,652 | +6.5% | 228 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $10,000 | -23.1% | 228 | -17.7% | 0.00% | 0.0% |
Q2 2022 | $13,000 | +116.7% | 277 | +147.3% | 0.00% | – |
Q1 2022 | $6,000 | +200.0% | 112 | +314.8% | 0.00% | – |
Q4 2021 | $2,000 | +100.0% | 27 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | 0.0% | 27 | -10.0% | 0.00% | – |
Q4 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | -80.0% | 30 | -85.8% | 0.00% | -100.0% |
Q1 2020 | $5,000 | – | 212 | – | 0.00% | – |
Download |
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% |