Raymond James Financial Services Advisors, Inc. - SCHWAB STRATEGIC TR ownership

Back to all holdings Add to watchlist

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Links
Filings
External links
Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$947,923
-10.6%
19,549
-7.0%
0.00%0.0%
Q2 2023$1,060,363
+40.9%
21,018
+35.9%
0.00%
+100.0%
Q1 2023$752,522
+12.1%
15,462
+7.7%
0.00%0.0%
Q4 2022$671,049
+7.7%
14,363
-2.0%
0.00%0.0%
Q3 2022$623,000
-7.4%
14,662
-1.5%
0.00%0.0%
Q2 2022$673,000
-14.6%
14,880
+1.0%
0.00%0.0%
Q1 2022$788,000
+15.7%
14,737
+20.4%
0.00%0.0%
Q4 2021$681,000
+9.1%
12,237
+3.4%
0.00%0.0%
Q3 2021$624,000
-3.6%
11,839
-0.5%
0.00%0.0%
Q2 2021$647,000
+7.5%
11,897
+0.2%
0.00%0.0%
Q1 2021$602,000
-29.2%
11,876
-40.1%
0.00%
-50.0%
Q4 2020$850,000
+314.6%
19,814
+219.0%
0.00%
+100.0%
Q3 2020$205,000
-24.6%
6,211
-8.0%
0.00%0.0%
Q4 2019$272,000
+1.9%
6,752
-4.5%
0.00%0.0%
Q3 2019$267,000
+7.2%
7,069
+7.1%
0.00%0.0%
Q2 2019$249,000
-6.4%
6,600
-7.8%
0.00%0.0%
Q1 2019$266,000–7,155–0.00%–
 Download
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 455,135$22,069,48114.32%
First Pacific Financial 412,068$19,981,1708.91%
WADDELL & ASSOCIATES, LLC 1,245,374$60,388,1948.83%
Riverpoint Wealth Management Holdings, LLC 498,793$24,186,4837.98%
MOLLER WEALTH PARTNERS 512,926$24,871,7647.90%
Charles Schwab Investment Advisory, Inc. 92,295,729$4,475,419,9177.06%
Arlington Financial Advisors, LLC 365,491$17,722,6426.28%
Shore Point Advisors, LLC 145,601$7,060,1705.11%
Clarius Group, LLC 1,098,625$53,272,3075.08%
JANICZEK WEALTH MANAGEMENT, LLC 325,841$15,800,0254.16%
View complete list of SCHWAB STRATEGIC TR shareholders