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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,170,000 | -84.0% | 21,881 | -83.4% | 0.83% | -6.4% |
| Q4 2021 | $7,326,000 | -5.2% | 131,737 | -10.2% | 0.88% | -7.2% |
| Q3 2021 | $7,726,000 | -9.4% | 146,656 | -6.4% | 0.95% | -7.8% |
| Q2 2021 | $8,524,000 | +0.1% | 156,727 | -6.7% | 1.04% | -6.2% |
| Q1 2021 | $8,513,000 | +14.6% | 168,034 | -2.9% | 1.10% | +11.5% |
| Q4 2020 | $7,426,000 | -5.0% | 173,013 | -26.9% | 0.99% | +0.1% |
| Q3 2020 | $7,819,000 | -36.1% | 236,575 | -38.7% | 0.99% | -40.4% |
| Q2 2020 | $12,240,000 | +49.0% | 385,858 | +21.5% | 1.66% | +25.1% |
| Q1 2020 | $8,216,000 | – | 317,585 | – | 1.32% | – |
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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% |