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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,272 | -11.6% | 6,730 | -11.3% | 0.00% | – |
| Q2 2023 | $383,930 | +33.8% | 7,588 | +23.9% | 0.00% | – |
| Q4 2022 | $286,881 | +39.9% | 6,126 | +39.2% | 0.00% | – |
| Q3 2022 | $205,000 | +12.6% | 4,402 | +11.4% | 0.00% | – |
| Q2 2022 | $182,000 | +6.4% | 3,950 | +26.5% | 0.00% | – |
| Q1 2022 | $171,000 | -14.9% | 3,122 | -13.3% | 0.00% | – |
| Q4 2021 | $201,000 | +246.6% | 3,602 | +237.6% | 0.00% | – |
| Q3 2021 | $58,000 | 0.0% | 1,067 | 0.0% | 0.00% | – |
| Q2 2021 | $58,000 | +41.5% | 1,067 | +32.2% | 0.00% | – |
| Q1 2021 | $41,000 | +70.8% | 807 | +49.4% | 0.00% | – |
| Q4 2020 | $24,000 | – | 540 | +5300.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 10 | -97.7% | 0.00% | – |
| Q4 2018 | $14,000 | -36.4% | 429 | -45.1% | 0.00% | – |
| Q1 2014 | $22,000 | – | 781 | – | 0.00% | – |
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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% |