SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $272,000 | -93.0% | 6,395 | -92.6% | 0.00% | -100.0% |
| Q2 2022 | $3,904,000 | +1309.4% | 86,271 | +1632.3% | 0.00% | – |
| Q4 2021 | $277,000 | -64.4% | 4,980 | -78.9% | 0.00% | – |
| Q3 2020 | $779,000 | -13.5% | 23,571 | -17.0% | 0.00% | -100.0% |
| Q2 2020 | $901,000 | +200.3% | 28,407 | +144.8% | 0.00% | – |
| Q1 2020 | $300,000 | -92.3% | 11,603 | -88.0% | 0.00% | -100.0% |
| Q4 2019 | $3,876,000 | +8.1% | 96,334 | +1.4% | 0.01% | -16.7% |
| Q3 2019 | $3,587,000 | +214.1% | 95,004 | +213.6% | 0.01% | +200.0% |
| Q2 2019 | $1,142,000 | -64.9% | 30,299 | -62.1% | 0.00% | -66.7% |
| Q3 2018 | $3,254,000 | +134.9% | 79,918 | +114.9% | 0.01% | +50.0% |
| Q1 2018 | $1,385,000 | -73.3% | 37,188 | -72.8% | 0.00% | -73.3% |
| Q4 2017 | $5,190,000 | +1911.6% | 136,936 | +1824.1% | 0.02% | +1400.0% |
| Q3 2017 | $258,000 | -92.6% | 7,117 | -92.9% | 0.00% | -91.7% |
| Q2 2017 | $3,504,000 | +35.0% | 100,830 | +34.8% | 0.01% | 0.0% |
| Q1 2017 | $2,596,000 | +221.3% | 74,779 | +188.1% | 0.01% | +200.0% |
| Q3 2016 | $808,000 | -82.5% | 25,957 | -83.5% | 0.00% | -82.6% |
| Q2 2016 | $4,624,000 | +105.2% | 157,544 | +100.6% | 0.02% | +76.9% |
| Q1 2016 | $2,253,000 | +175.8% | 78,518 | +161.4% | 0.01% | +160.0% |
| Q3 2015 | $817,000 | -65.1% | 30,040 | -61.0% | 0.01% | -66.7% |
| Q2 2015 | $2,342,000 | +395.1% | 77,122 | +406.3% | 0.02% | +275.0% |
| Q1 2015 | $473,000 | -63.6% | 15,232 | -65.3% | 0.00% | -76.5% |
| Q2 2014 | $1,298,000 | – | 43,890 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |