SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,856 | -3.7% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $2,966 | +3.1% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $2,878 | +14.2% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,521 | -3.9% | 52 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $2,623 | +3.6% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,531 | +4.2% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,429 | +21.4% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -33.3% | 52 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | +50.0% | 52 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 52 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 314,534 | $13,374,000 | 11.02% |
| WADDELL & ASSOCIATES, LLC | 1,177,940 | $50,086,000 | 9.69% |
| First Pacific Financial | 382,321 | $16,256,000 | 9.34% |
| Riverpoint Wealth Management Holdings, LLC | 474,157 | $20,161,000 | 8.58% |
| MOLLER WEALTH PARTNERS | 464,305 | $19,742,000 | 7.11% |
| Charles Schwab Investment Advisory, Inc. | 86,399,960 | $3,673,726,000 | 6.72% |
| Arlington Financial Advisors, LLC | 311,016 | $13,224,000 | 6.72% |
| Shore Point Advisors, LLC | 130,323 | $5,541,000 | 5.41% |
| Clarius Group, LLC | 1,063,903 | $45,237,000 | 4.52% |
| JANICZEK WEALTH MANAGEMENT, LLC | 232,322 | $10,152,000 | 3.31% |