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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,321,779 | +3.2% | 47,882 | +7.4% | 0.01% | 0.0% |
| Q2 2023 | $2,249,246 | +4.0% | 44,584 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $2,161,891 | -11.2% | 44,419 | -14.7% | 0.01% | -25.0% |
| Q4 2022 | $2,433,528 | +8.9% | 52,087 | -0.9% | 0.01% | -7.7% |
| Q3 2022 | $2,235,000 | +78.1% | 52,561 | +89.5% | 0.01% | +62.5% |
| Q2 2022 | $1,255,000 | -8.4% | 27,730 | +8.2% | 0.01% | -11.1% |
| Q1 2022 | $1,370,000 | +7.7% | 25,633 | +12.1% | 0.01% | 0.0% |
| Q4 2021 | $1,272,000 | +182.7% | 22,867 | +167.9% | 0.01% | +125.0% |
| Q3 2021 | $450,000 | -3.8% | 8,536 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $468,000 | +31.5% | 8,599 | +22.2% | 0.00% | 0.0% |
| Q1 2021 | $356,000 | +12.3% | 7,036 | -3.2% | 0.00% | 0.0% |
| Q4 2020 | $317,000 | +207.8% | 7,271 | +135.4% | 0.00% | +100.0% |
| Q3 2020 | $103,000 | +1.0% | 3,089 | -5.5% | 0.00% | 0.0% |
| Q2 2020 | $102,000 | +684.6% | 3,270 | +858.9% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 341 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 341 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $13,000 | +18.2% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | – | 341 | – | 0.00% | – |
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% |