SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 227 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $65,408 | +33.5% | 1,400 | +21.5% | 0.01% | +25.0% |
Q3 2022 | $49,000 | +2.1% | 1,152 | +9.6% | 0.00% | 0.0% |
Q2 2022 | $48,000 | -57.5% | 1,051 | -50.3% | 0.00% | -55.6% |
Q1 2022 | $113,000 | +264.5% | 2,115 | +278.4% | 0.01% | +350.0% |
Q4 2021 | $31,000 | +6.9% | 559 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $29,000 | +123.1% | 559 | +143.0% | 0.00% | +100.0% |
Q2 2021 | $13,000 | +160.0% | 230 | +132.3% | 0.00% | – |
Q1 2021 | $5,000 | -44.4% | 99 | -50.0% | 0.00% | – |
Q4 2020 | $9,000 | +200.0% | 198 | +100.0% | 0.00% | – |
Q3 2020 | $3,000 | 0.0% | 99 | 0.0% | 0.00% | – |
Q2 2020 | $3,000 | -88.9% | 99 | -90.4% | 0.00% | -100.0% |
Q1 2020 | $27,000 | -57.1% | 1,026 | -34.9% | 0.00% | -57.1% |
Q4 2019 | $63,000 | +12.5% | 1,575 | +7.0% | 0.01% | 0.0% |
Q3 2019 | $56,000 | -6.7% | 1,472 | -7.5% | 0.01% | 0.0% |
Q2 2019 | $60,000 | +9.1% | 1,591 | +8.2% | 0.01% | +16.7% |
Q1 2019 | $55,000 | +61.8% | 1,470 | +43.3% | 0.01% | +50.0% |
Q4 2018 | $34,000 | -19.0% | 1,026 | 0.0% | 0.00% | -20.0% |
Q3 2018 | $42,000 | +2.4% | 1,026 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $41,000 | +7.9% | 1,026 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $38,000 | -2.6% | 1,026 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $39,000 | +5.4% | 1,026 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $37,000 | – | 1,026 | – | 0.01% | – |
Download |
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% |