FAS Wealth Partners, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 331 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$13,749,977
-5.3%
310,874
-1.2%
1.47%
-20.0%
Q2 2023$14,522,477
+4.3%
314,612
+6.0%
1.84%
+21.7%
Q1 2023$13,919,824
+19.4%
296,735
+16.2%
1.51%
+14.2%
Q4 2022$11,661,189
+23.0%
255,448
+22.1%
1.32%
+25.5%
Q3 2022$9,481,000
+16.8%
209,255
+23.4%
1.05%
+23.3%
Q2 2022$8,117,000
-32.6%
169,573
-28.8%
0.85%
-24.6%
Q1 2022$12,042,000
-8.3%
238,133
-2.2%
1.13%
-6.0%
Q4 2021$13,129,000
-5.4%
243,588
-4.7%
1.20%
-7.2%
Q3 2021$13,874,000
+0.9%
255,703
+1.5%
1.30%
+0.6%
Q2 2021$13,755,000
+3.8%
251,920
+2.6%
1.29%
-6.4%
Q1 2021$13,253,000
-0.5%
245,650
+3.4%
1.38%
-8.9%
Q4 2020$13,318,000
+47.1%
237,686
+47.2%
1.52%
+22.5%
Q3 2020$9,053,000
+11.8%
161,437
+12.2%
1.24%
+3.7%
Q2 2020$8,095,000
+8.6%
143,929
+4.8%
1.19%
-8.4%
Q1 2020$7,452,000
+5.4%
137,320
+3.7%
1.30%
+9.4%
Q4 2019$7,073,000
+2.4%
132,378
+3.2%
1.19%
-4.9%
Q3 2019$6,906,000
+0.5%
128,254
-1.1%
1.25%
-2.1%
Q2 2019$6,871,000
-10.2%
129,646
-12.1%
1.28%
-14.3%
Q1 2019$7,652,000
-10.2%
147,489
-12.5%
1.49%
-23.5%
Q4 2018$8,525,000
-1.0%
168,507
-1.6%
1.95%
-0.4%
Q3 2018$8,609,000
+3.4%
171,331
+4.2%
1.96%
-12.4%
Q2 2018$8,326,000
+1.2%
164,411
+1.9%
2.24%
-5.7%
Q1 2018$8,230,000
+7.6%
161,319
+9.8%
2.37%
+18.1%
Q4 2017$7,646,000
+6.3%
146,930
+7.0%
2.01%
+0.1%
Q3 2017$7,190,000
+6.5%
137,319
+6.2%
2.01%
-0.3%
Q2 2017$6,753,000
+3.1%
129,250
+2.2%
2.01%
-0.5%
Q1 2017$6,548,000
+11.6%
126,425
+11.0%
2.02%
+16.3%
Q4 2016$5,867,000
+5.1%
113,926
+9.5%
1.74%
-4.9%
Q3 2016$5,584,000
+87.9%
104,042
+88.0%
1.83%
+66.6%
Q2 2016$2,972,00055,3281.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2018
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 584,917$25,870,87915.17%
Pinnacle Wealth Management, LLC 233,275$10,317,75312.52%
Pioneer Wealth Management Group 348,940$15,433,62311.76%
FINANCIAL LIFE ADVISORS 526,806$23,300,61810.03%
FFG RETIREMENT ADVISORS LLC 262,768$11,622,2299.64%
KilterHowling LLC 240,339$10,630,1869.36%
RATIONAL ADVISORS LLC 2,312,140$102,265,9529.26%
BlueSky Wealth Advisors, LLC 995,422$44,027,5179.00%
Waterford Advisors, LLC 347,825$15,384,3008.61%
Members Advisory Group LLC 276,811$12,243,4377.91%
View complete list of SCHWAB STRATEGIC TR shareholders