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 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2023 | $2 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2023 | $2 | -80.0% | 45 | -78.6% | 0.00% | -100.0% |
| Q4 2022 | $10 | -99.5% | 210 | +337.5% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 48 | +6.7% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 45 | +28.6% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 35 | -25.5% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | +100.0% | 47 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -50.0% | 47 | -28.8% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | 0.0% | 66 | +20.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 55 | -3.5% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 57 | +7.5% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | – | 53 | – | 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% |