FAS Wealth Partners, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$450
-94.5%
9
-94.6%
0.00%
-100.0%
Q2 2023$8,204
+127.8%
166
+133.8%
0.00%
Q1 2023$3,602
-22.5%
71
-24.5%
0.00%
-100.0%
Q4 2022$4,646
-7.1%
94
-4.1%
0.00%0.0%
Q3 2022$5,000
-78.3%
98
-78.2%
0.00%
-50.0%
Q2 2022$23,000
-4.2%
449
-0.4%
0.00%0.0%
Q1 2022$24,000
-74.7%
451
-73.4%
0.00%
-77.8%
Q4 2021$95,000
-96.8%
1,694
-96.7%
0.01%
-96.7%
Q3 2021$2,947,0000.0%51,971
+0.3%
0.28%
-0.4%
Q2 2021$2,947,000
+1.4%
51,827
+0.6%
0.28%
-8.3%
Q1 2021$2,906,000
+2.3%
51,520
+5.6%
0.30%
-6.5%
Q4 2020$2,841,000
+65.9%
48,796
+67.3%
0.32%
+38.0%
Q3 2020$1,712,000
+18.8%
29,174
+19.0%
0.23%
+10.4%
Q2 2020$1,441,000
+10.6%
24,510
+10.6%
0.21%
-7.0%
Q1 2020$1,303,000
+0.8%
22,165
-5.9%
0.23%
+4.6%
Q4 2019$1,293,000
+3.0%
23,546
+4.2%
0.22%
-4.0%
Q3 2019$1,255,000
+4.4%
22,594
+3.3%
0.23%
+1.3%
Q2 2019$1,202,000
+16.6%
21,876
+14.1%
0.22%
+11.4%
Q1 2019$1,031,000
+174.2%
19,170
+169.7%
0.20%
+133.7%
Q4 2018$376,000
-35.3%
7,107
-36.7%
0.09%
-34.8%
Q3 2018$581,000
-0.5%
11,221
+0.5%
0.13%
-15.9%
Q2 2018$584,000
+23.7%
11,160
+24.4%
0.16%
+15.4%
Q1 2018$472,000
-60.3%
8,971
-59.8%
0.14%
-56.4%
Q4 2017$1,189,000
+10.5%
22,303
+11.7%
0.31%
+4.0%
Q3 2017$1,076,000
+0.4%
19,963
+0.5%
0.30%
-6.0%
Q2 2017$1,072,000
+1.4%
19,861
+0.8%
0.32%
-2.1%
Q1 2017$1,057,000
+47.8%
19,713
+47.1%
0.33%
+53.8%
Q4 2016$715,000
+160.0%
13,399
+170.6%
0.21%
+135.6%
Q3 2016$275,0004,9510.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2018
NameSharesValueWeighting ↓
Beacon Wealthcare LLC 378,017$18,794,9899.04%
Modus Advisors, LLC 73,283$3,643,6261.48%
MASSMUTUAL TRUST CO FSB/ADV 329,314$16,373,4920.55%
FC Advisory LLC 8,787$436,9140.17%
Apella Capital, LLC 5,227$258,5970.01%
Bartlett & Co. LLC 7,683$3820.01%
Pacifica Partners Inc. 90$4,4060.00%
Anchor Investment Management, LLC 26$1,2930.00%
Versant Capital Management, Inc 18$8820.00%
Global Wealth Strategies & Associates 10$4970.00%
View complete list of SCHWAB STRATEGIC TR shareholders