SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,095,487 | +163.2% | 43,055 | +152.7% | 0.00% | – |
| Q4 2022 | $796,062 | -61.9% | 17,039 | -65.3% | 0.00% | – |
| Q3 2022 | $2,090,000 | -1.8% | 49,152 | +4.5% | 0.00% | – |
| Q2 2022 | $2,128,000 | -0.8% | 47,037 | +17.2% | 0.00% | – |
| Q1 2022 | $2,145,000 | -5.8% | 40,123 | -2.0% | 0.00% | – |
| Q4 2021 | $2,276,000 | +441.9% | 40,923 | +393.9% | 0.00% | – |
| Q1 2021 | $420,000 | -76.0% | 8,285 | -79.7% | 0.00% | – |
| Q4 2020 | $1,751,000 | +89.7% | 40,794 | +46.1% | 0.00% | – |
| Q3 2020 | $923,000 | +270.7% | 27,925 | +255.8% | 0.00% | – |
| Q2 2020 | $249,000 | -26.5% | 7,848 | -40.0% | 0.00% | – |
| Q1 2020 | $339,000 | -56.6% | 13,090 | -36.7% | 0.00% | – |
| Q3 2019 | $781,000 | -0.6% | 20,674 | -0.9% | 0.00% | – |
| Q2 2019 | $786,000 | – | 20,859 | – | 0.00% | – |
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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% |