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 | $37,869,188 | -0.1% | 780,967 | +3.9% | 0.00% | 0.0% |
| Q2 2023 | $37,916,269 | +389.7% | 751,559 | +372.4% | 0.00% | +300.0% |
| Q1 2023 | $7,743,478 | +20.9% | 159,100 | +16.0% | 0.00% | 0.0% |
| Q4 2022 | $6,406,954 | +4.7% | 137,135 | -4.7% | 0.00% | 0.0% |
| Q3 2022 | $6,119,000 | -2.7% | 143,935 | +3.5% | 0.00% | 0.0% |
| Q2 2022 | $6,291,000 | -9.2% | 139,025 | +7.3% | 0.00% | 0.0% |
| Q1 2022 | $6,925,000 | -8.9% | 129,543 | -5.2% | 0.00% | 0.0% |
| Q4 2021 | $7,600,000 | +7.4% | 136,665 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $7,079,000 | -2.8% | 134,381 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $7,280,000 | -5.4% | 133,854 | -11.9% | 0.00% | 0.0% |
| Q1 2021 | $7,699,000 | -0.8% | 151,972 | -16.0% | 0.00% | 0.0% |
| Q4 2020 | $7,764,000 | +47.2% | 180,905 | +13.3% | 0.00% | 0.0% |
| Q3 2020 | $5,275,000 | +4.3% | 159,615 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $5,057,000 | +49.7% | 159,420 | +22.1% | 0.00% | 0.0% |
| Q1 2020 | $3,377,000 | -18.3% | 130,528 | +27.1% | 0.00% | 0.0% |
| Q4 2019 | $4,133,000 | +19.0% | 102,700 | +11.7% | 0.00% | 0.0% |
| Q3 2019 | $3,472,000 | +10.2% | 91,938 | +10.0% | 0.00% | 0.0% |
| Q2 2019 | $3,151,000 | +17.2% | 83,615 | +15.8% | 0.00% | 0.0% |
| Q1 2019 | $2,689,000 | +984.3% | 72,194 | +854.2% | 0.00% | – |
| Q4 2018 | $248,000 | -53.5% | 7,566 | -42.2% | 0.00% | – |
| Q3 2018 | $533,000 | +123.0% | 13,095 | +118.4% | 0.00% | – |
| Q2 2018 | $239,000 | +139.0% | 5,996 | +123.1% | 0.00% | – |
| Q1 2018 | $100,000 | -15.3% | 2,688 | -13.5% | 0.00% | – |
| Q4 2017 | $118,000 | +11.3% | 3,109 | +5.7% | 0.00% | – |
| Q3 2017 | $106,000 | +96.3% | 2,941 | +88.9% | 0.00% | – |
| Q2 2017 | $54,000 | -44.9% | 1,557 | -45.2% | 0.00% | – |
| Q1 2017 | $98,000 | -22.2% | 2,842 | -23.5% | 0.00% | – |
| Q4 2016 | $126,000 | +2000.0% | 3,716 | +1835.4% | 0.00% | – |
| Q3 2016 | $6,000 | 0.0% | 192 | 0.0% | 0.00% | – |
| Q2 2016 | $6,000 | -85.7% | 192 | -87.2% | 0.00% | – |
| Q4 2015 | $42,000 | +740.0% | 1,500 | +825.9% | 0.00% | – |
| Q2 2015 | $5,000 | -99.5% | 162 | -99.5% | 0.00% | – |
| Q1 2014 | $952,000 | – | 33,265 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |