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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $90,000 | -82.4% | 1,623 | -83.3% | 0.01% | -82.8% |
| Q3 2021 | $512,000 | -3.2% | 9,735 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $529,000 | +8.8% | 9,735 | +1.4% | 0.03% | 0.0% |
| Q1 2021 | $486,000 | +20.9% | 9,604 | +2.5% | 0.03% | +11.1% |
| Q4 2020 | $402,000 | +30.1% | 9,373 | 0.0% | 0.03% | +12.5% |
| Q3 2020 | $309,000 | +4.0% | 9,373 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $297,000 | +2.4% | 9,373 | -16.5% | 0.02% | -10.7% |
| Q1 2020 | $290,000 | -36.0% | 11,222 | -0.4% | 0.03% | -22.2% |
| Q4 2019 | $453,000 | +6.6% | 11,266 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $425,000 | -0.7% | 11,266 | -1.0% | 0.04% | 0.0% |
| Q2 2019 | $428,000 | +16.0% | 11,379 | +14.7% | 0.04% | +5.7% |
| Q1 2019 | $369,000 | -6.3% | 9,918 | -14.2% | 0.04% | -20.5% |
| Q4 2018 | $394,000 | +1.5% | 11,557 | +21.1% | 0.04% | +7.3% |
| Q3 2018 | $388,000 | +2.1% | 9,545 | +0.0% | 0.04% | 0.0% |
| Q2 2018 | $380,000 | +8.9% | 9,541 | +1.7% | 0.04% | +7.9% |
| Q1 2018 | $349,000 | -0.6% | 9,383 | +1.3% | 0.04% | 0.0% |
| Q4 2017 | $351,000 | +44.4% | 9,266 | +39.7% | 0.04% | +35.7% |
| Q3 2017 | $243,000 | +5.7% | 6,634 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $230,000 | 0.0% | 6,634 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $230,000 | – | 6,634 | +28743.5% | 0.03% | – |
| Q4 2016 | $0 | – | 23 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 23 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 23 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |