SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 143 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $295,716 | -21.7% | 6,076 | -24.8% | 0.00% | 0.0% |
Q4 2022 | $377,572 | -6.3% | 8,082 | -14.8% | 0.00% | 0.0% |
Q3 2022 | $403,000 | +30.4% | 9,489 | +39.0% | 0.00% | 0.0% |
Q2 2022 | $309,000 | -13.7% | 6,829 | +1.9% | 0.00% | 0.0% |
Q1 2022 | $358,000 | -29.1% | 6,701 | -26.2% | 0.00% | 0.0% |
Q4 2021 | $505,000 | +14.0% | 9,076 | +8.0% | 0.00% | 0.0% |
Q3 2021 | $443,000 | +10.5% | 8,407 | +13.9% | 0.00% | 0.0% |
Q2 2021 | $401,000 | +12.0% | 7,378 | +4.5% | 0.00% | 0.0% |
Q1 2021 | $358,000 | +27.9% | 7,059 | +8.3% | 0.00% | 0.0% |
Q4 2020 | $280,000 | -89.8% | 6,518 | -93.8% | 0.00% | -91.3% |
Q1 2020 | $2,737,000 | -36.4% | 105,806 | -1.1% | 0.02% | -17.9% |
Q4 2019 | $4,305,000 | +5.7% | 106,988 | -0.8% | 0.03% | 0.0% |
Q3 2019 | $4,073,000 | +1.1% | 107,867 | +0.9% | 0.03% | +7.7% |
Q2 2019 | $4,030,000 | -34.8% | 106,918 | -35.6% | 0.03% | -39.5% |
Q1 2019 | $6,182,000 | +24.5% | 166,002 | +9.8% | 0.04% | +10.3% |
Q4 2018 | $4,966,000 | -21.0% | 151,231 | -2.1% | 0.04% | -11.4% |
Q3 2018 | $6,289,000 | +9.2% | 154,453 | +7.1% | 0.04% | +2.3% |
Q2 2018 | $5,758,000 | -2.2% | 144,265 | -8.8% | 0.04% | -4.4% |
Q1 2018 | $5,888,000 | -25.3% | 158,106 | -24.0% | 0.04% | -27.4% |
Q4 2017 | $7,882,000 | +0.6% | 207,971 | -3.7% | 0.06% | -6.1% |
Q3 2017 | $7,837,000 | +3.1% | 216,025 | -1.2% | 0.07% | -2.9% |
Q2 2017 | $7,599,000 | +1.6% | 218,678 | +1.4% | 0.07% | -2.9% |
Q1 2017 | $7,483,000 | +2.6% | 215,594 | +0.8% | 0.07% | -1.4% |
Q4 2016 | $7,293,000 | +8.5% | 213,863 | -0.9% | 0.07% | +9.2% |
Q3 2016 | $6,721,000 | +6.2% | 215,818 | -1.1% | 0.06% | +1.6% |
Q2 2016 | $6,328,000 | +1.2% | 218,210 | +0.1% | 0.06% | -7.2% |
Q1 2016 | $6,256,000 | +4.6% | 217,989 | +1.9% | 0.07% | 0.0% |
Q4 2015 | $5,982,000 | +11.2% | 213,874 | +8.2% | 0.07% | +6.2% |
Q3 2015 | $5,380,000 | +22.2% | 197,720 | +36.3% | 0.06% | +27.5% |
Q2 2015 | $4,404,000 | – | 145,019 | – | 0.05% | – |
Download |
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% |