SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $280,678 | -52.3% | 5,788 | -50.3% | 0.01% | -8.3% |
Q2 2023 | $587,824 | +107.4% | 11,652 | +100.1% | 0.01% | -25.0% |
Q1 2023 | $283,466 | -99.5% | 5,824 | -99.6% | 0.02% | -99.1% |
Q4 2022 | $59,307,803 | +23814.4% | 1,333,192 | +22795.3% | 1.84% | +8652.4% |
Q3 2022 | $248,000 | -5.7% | 5,823 | 0.0% | 0.02% | -4.5% |
Q2 2022 | $263,000 | -12.0% | 5,823 | +4.2% | 0.02% | +4.8% |
Q1 2022 | $299,000 | +24.6% | 5,589 | +29.3% | 0.02% | +23.5% |
Q4 2021 | $240,000 | +56.9% | 4,321 | +21.0% | 0.02% | -5.6% |
Q4 2020 | $153,000 | +992.9% | 3,571 | +852.3% | 0.02% | +260.0% |
Q1 2018 | $14,000 | 0.0% | 375 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $14,000 | -65.0% | 375 | -65.9% | 0.01% | -61.5% |
Q3 2017 | $40,000 | +5.3% | 1,100 | 0.0% | 0.01% | +62.5% |
Q2 2017 | $38,000 | 0.0% | 1,100 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $38,000 | 0.0% | 1,100 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $38,000 | -84.7% | 1,100 | -81.1% | 0.01% | -61.9% |
Q3 2011 | $248,000 | – | 5,823 | – | 0.02% | – |
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% |