SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $12,000 | 0.0% | 274 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 274 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 274 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 274 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $15,000 | +7.1% | 274 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $14,000 | -71.4% | 274 | -79.3% | 0.01% | -72.7% |
| Q1 2019 | $49,000 | +2350.0% | 1,324 | +2106.7% | 0.02% | +2100.0% |
| Q1 2018 | $2,000 | -90.5% | 60 | -92.3% | 0.00% | -92.3% |
| Q3 2015 | $21,000 | -12.5% | 783 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $24,000 | 0.0% | 783 | 0.0% | 0.01% | -6.7% |
| Q1 2015 | $24,000 | -58.6% | 783 | -59.5% | 0.02% | -58.3% |
| Q4 2014 | $58,000 | +728.6% | 1,935 | +567.2% | 0.04% | +620.0% |
| Q3 2013 | $7,000 | – | 290 | – | 0.01% | – |
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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% |