SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,240,884 | +8.7% | 25,591 | +13.1% | 0.00% | 0.0% |
| Q2 2023 | $1,141,780 | +5.6% | 22,632 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $1,081,237 | +6.1% | 22,216 | +1.8% | 0.00% | 0.0% |
| Q4 2022 | $1,019,243 | +5.6% | 21,816 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $965,000 | -0.5% | 22,686 | +5.8% | 0.00% | 0.0% |
| Q2 2022 | $970,000 | -1.5% | 21,434 | +16.3% | 0.00% | – |
| Q1 2022 | $985,000 | +4.0% | 18,428 | +8.2% | 0.00% | – |
| Q4 2021 | $947,000 | -3.9% | 17,036 | -8.9% | 0.00% | -100.0% |
| Q3 2021 | $985,000 | -41.9% | 18,706 | -40.0% | 0.00% | 0.0% |
| Q2 2021 | $1,694,000 | -26.8% | 31,152 | -31.8% | 0.00% | -50.0% |
| Q1 2021 | $2,313,000 | +6.5% | 45,660 | -9.8% | 0.00% | 0.0% |
| Q4 2020 | $2,172,000 | +758.5% | 50,611 | +534.4% | 0.00% | – |
| Q2 2020 | $253,000 | -25.6% | 7,978 | -39.4% | 0.00% | – |
| Q1 2020 | $340,000 | +44.7% | 13,159 | +125.2% | 0.00% | – |
| Q4 2019 | $235,000 | +7.3% | 5,842 | +0.4% | 0.00% | – |
| Q2 2019 | $219,000 | -95.1% | 5,817 | -95.1% | 0.00% | -100.0% |
| Q1 2019 | $4,454,000 | +38.2% | 119,591 | +51.0% | 0.01% | 0.0% |
| Q3 2018 | $3,224,000 | +2542.6% | 79,178 | +2497.7% | 0.01% | – |
| Q2 2018 | $122,000 | +7.0% | 3,048 | -0.5% | 0.00% | – |
| Q1 2018 | $114,000 | -11.6% | 3,062 | -10.4% | 0.00% | – |
| Q4 2017 | $129,000 | -37.4% | 3,416 | -39.7% | 0.00% | – |
| Q3 2017 | $206,000 | -51.8% | 5,668 | -53.9% | 0.00% | -100.0% |
| Q2 2017 | $427,000 | -74.2% | 12,288 | -74.2% | 0.00% | -80.0% |
| Q1 2017 | $1,655,000 | -12.9% | 47,718 | -14.4% | 0.01% | -28.6% |
| Q4 2016 | $1,900,000 | +52.2% | 55,739 | +39.1% | 0.01% | +40.0% |
| Q3 2016 | $1,248,000 | +2211.1% | 40,063 | +1984.4% | 0.01% | – |
| Q4 2015 | $54,000 | -25.0% | 1,922 | -27.7% | 0.00% | – |
| Q3 2015 | $72,000 | – | 2,658 | – | 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% |