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 | $1,394 | -5.1% | 28,747 | -1.3% | 0.12% | -4.8% |
| Q2 2023 | $1,469 | -8.8% | 29,132 | -11.9% | 0.12% | -16.1% |
| Q1 2023 | $1,611 | -0.9% | 33,075 | -4.9% | 0.15% | -9.7% |
| Q4 2022 | $1,625 | -99.9% | 34,777 | -3.3% | 0.16% | -1.8% |
| Q3 2022 | $1,527,000 | -25.2% | 35,951 | -5.9% | 0.17% | -26.0% |
| Q1 2022 | $2,042,000 | -7.3% | 38,216 | -3.5% | 0.23% | -14.3% |
| Q4 2021 | $2,202,000 | +6.4% | 39,595 | +0.7% | 0.26% | -2.9% |
| Q3 2021 | $2,069,000 | -6.1% | 39,317 | -3.0% | 0.27% | -16.8% |
| Q2 2021 | $2,203,000 | +15.2% | 40,517 | +7.2% | 0.33% | -24.1% |
| Q1 2021 | $1,913,000 | +2.4% | 37,783 | -13.2% | 0.43% | +15.8% |
| Q4 2020 | $1,869,000 | +27.8% | 43,509 | -1.7% | 0.37% | +15.5% |
| Q3 2020 | $1,462,000 | +25.5% | 44,242 | +20.8% | 0.32% | +1.9% |
| Q2 2020 | $1,165,000 | -19.0% | 36,621 | -34.0% | 0.32% | -25.9% |
| Q1 2020 | $1,438,000 | +1843.2% | 55,521 | +2930.6% | 0.43% | +1938.1% |
| Q4 2019 | $74,000 | +7.2% | 1,832 | 0.0% | 0.02% | -8.7% |
| Q3 2019 | $69,000 | 0.0% | 1,832 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $69,000 | -16.9% | 1,832 | -18.1% | 0.02% | -24.1% |
| Q1 2019 | $83,000 | +13.7% | 2,238 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $73,000 | -19.8% | 2,238 | 0.0% | 0.03% | -11.8% |
| Q3 2018 | $91,000 | +2.2% | 2,238 | 0.0% | 0.03% | +13.3% |
| Q2 2018 | $89,000 | +7.2% | 2,238 | 0.0% | 0.03% | -26.8% |
| Q1 2018 | $83,000 | -2.4% | 2,238 | 0.0% | 0.04% | +20.6% |
| Q4 2017 | $85,000 | +4.9% | 2,238 | 0.0% | 0.03% | -12.8% |
| Q3 2017 | $81,000 | +3.8% | 2,238 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $78,000 | -12.4% | 2,238 | -12.3% | 0.04% | -18.8% |
| Q1 2017 | $89,000 | +2.3% | 2,551 | 0.0% | 0.05% | -4.0% |
| Q4 2016 | $87,000 | +770.0% | 2,551 | +715.0% | 0.05% | +733.3% |
| Q3 2016 | $10,000 | +11.1% | 313 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 313 | 0.0% | 0.01% | -14.3% |
| Q1 2016 | $9,000 | – | 313 | +2307.7% | 0.01% | – |
| Q4 2015 | $0 | – | 13 | – | 0.00% | – |
Download | ||||||
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% |