SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 12 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,142 | -74.2% | 10,005 | -73.2% | 0.00% | – |
| Q2 2023 | $1,881,987 | +17.3% | 37,304 | +13.1% | 0.00% | – |
| Q1 2023 | $1,605,088 | -36.3% | 32,979 | -38.9% | 0.00% | -100.0% |
| Q4 2022 | $2,521,572 | +2.2% | 53,972 | -7.0% | 0.00% | 0.0% |
| Q3 2022 | $2,468,000 | -9.0% | 58,058 | -3.2% | 0.00% | 0.0% |
| Q2 2022 | $2,713,000 | -11.4% | 59,954 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $3,061,000 | +217.5% | 57,250 | +230.2% | 0.00% | – |
| Q4 2021 | $964,000 | +85.0% | 17,336 | +75.3% | 0.00% | – |
| Q3 2021 | $521,000 | -61.3% | 9,892 | -60.0% | 0.00% | – |
| Q2 2021 | $1,345,000 | +131.5% | 24,723 | +115.4% | 0.00% | – |
| Q1 2021 | $581,000 | -84.5% | 11,478 | -86.9% | 0.00% | – |
| Q4 2020 | $3,748,000 | +81.1% | 87,322 | +39.4% | 0.00% | – |
| Q3 2020 | $2,070,000 | +45.5% | 62,639 | +39.7% | 0.00% | – |
| Q2 2020 | $1,423,000 | -36.4% | 44,845 | -48.2% | 0.00% | -100.0% |
| Q1 2020 | $2,238,000 | +34.3% | 86,500 | +108.8% | 0.00% | – |
| Q4 2019 | $1,667,000 | +668.2% | 41,426 | +620.8% | 0.00% | – |
| Q3 2019 | $217,000 | -75.0% | 5,747 | -75.0% | 0.00% | – |
| Q2 2019 | $867,000 | -17.2% | 23,013 | -18.1% | 0.00% | – |
| Q1 2019 | $1,047,000 | +71.9% | 28,103 | +51.4% | 0.00% | – |
| Q4 2018 | $609,000 | -51.0% | 18,556 | -40.4% | 0.00% | – |
| Q2 2018 | $1,243,000 | +141.8% | 31,148 | +125.6% | 0.00% | – |
| Q1 2018 | $514,000 | -73.1% | 13,806 | -72.6% | 0.00% | -100.0% |
| Q4 2017 | $1,908,000 | +351.1% | 50,348 | +313.5% | 0.00% | – |
| Q1 2017 | $423,000 | +73.4% | 12,177 | +70.2% | 0.00% | – |
| Q4 2016 | $244,000 | -17.3% | 7,155 | -28.9% | 0.00% | – |
| Q2 2016 | $295,000 | -68.0% | 10,059 | -69.5% | 0.00% | – |
| Q4 2015 | $922,000 | -45.9% | 32,977 | -40.0% | 0.00% | -100.0% |
| Q1 2015 | $1,705,000 | +143.2% | 54,950 | +133.8% | 0.00% | – |
| Q4 2014 | $701,000 | +77.5% | 23,498 | +76.0% | 0.00% | – |
| Q2 2014 | $395,000 | +11.0% | 13,348 | -4.8% | 0.00% | – |
| Q3 2013 | $356,000 | – | 14,017 | – | 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% |