SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $348,352 | -39.1% | 7,184 | -36.6% | 0.00% | -66.7% |
Q2 2023 | $571,649 | -3.3% | 11,331 | -6.7% | 0.00% | +200.0% |
Q1 2023 | $591,000 | +7.1% | 12,143 | +2.8% | 0.00% | 0.0% |
Q4 2022 | $551,903 | +105.2% | 11,813 | +98.6% | 0.00% | 0.0% |
Q2 2022 | $269,000 | +30.6% | 5,948 | +54.5% | 0.00% | – |
Q1 2022 | $206,000 | -17.9% | 3,851 | -14.6% | 0.00% | -100.0% |
Q4 2021 | $251,000 | -19.0% | 4,510 | -23.4% | 0.00% | 0.0% |
Q3 2021 | $310,000 | +10.7% | 5,891 | +14.6% | 0.00% | 0.0% |
Q2 2021 | $280,000 | +23.9% | 5,139 | -9.3% | 0.00% | 0.0% |
Q2 2018 | $226,000 | – | 5,667 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |