SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78 | -17.0% | 1,606 | -13.6% | 0.00% | -100.0% |
| Q2 2023 | $94 | +452.9% | 1,859 | +428.1% | 0.00% | – |
| Q1 2023 | $17 | -63.8% | 352 | -65.3% | 0.00% | – |
| Q4 2022 | $47 | -99.2% | 1,015 | +567.8% | 0.00% | – |
| Q3 2022 | $6,000 | -45.5% | 152 | -39.7% | 0.00% | – |
| Q2 2022 | $11,000 | +450.0% | 252 | +687.5% | 0.00% | – |
| Q1 2022 | $2,000 | -93.9% | 32 | -96.8% | 0.00% | -100.0% |
| Q4 2018 | $33,000 | -17.5% | 1,004 | +1.6% | 0.00% | 0.0% |
| Q3 2018 | $40,000 | +17.6% | 988 | +16.1% | 0.00% | 0.0% |
| Q2 2018 | $34,000 | +750.0% | 851 | +751.0% | 0.00% | – |
| Q3 2017 | $4,000 | – | 100 | – | 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% |