SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,204,617 | +3.7% | 24,843 | +7.9% | 0.32% | +8.8% |
| Q2 2023 | $1,161,587 | +9.1% | 23,025 | +5.2% | 0.30% | +8.8% |
| Q1 2023 | $1,065,032 | +7.0% | 21,883 | +2.8% | 0.27% | +2.2% |
| Q4 2022 | $994,993 | +18.3% | 21,297 | +7.7% | 0.27% | +10.8% |
| Q3 2022 | $841,000 | +9.2% | 19,778 | +16.3% | 0.24% | +14.8% |
| Q2 2022 | $770,000 | +54.6% | 17,011 | +82.8% | 0.21% | +76.5% |
| Q1 2022 | $498,000 | +14.2% | 9,307 | +18.7% | 0.12% | +21.4% |
| Q4 2021 | $436,000 | +18.8% | 7,844 | +12.6% | 0.10% | +10.1% |
| Q3 2021 | $367,000 | -3.2% | 6,964 | 0.0% | 0.09% | -3.3% |
| Q2 2021 | $379,000 | +4.1% | 6,964 | -3.2% | 0.09% | -1.1% |
| Q1 2021 | $364,000 | +19.3% | 7,191 | +1.3% | 0.09% | +13.4% |
| Q4 2020 | $305,000 | +11.7% | 7,096 | -14.2% | 0.08% | +2.5% |
| Q3 2020 | $273,000 | +3.4% | 8,271 | -0.6% | 0.08% | -3.6% |
| Q2 2020 | $264,000 | -52.3% | 8,321 | -61.1% | 0.08% | -58.9% |
| Q1 2020 | $554,000 | -43.6% | 21,401 | -12.4% | 0.20% | -32.7% |
| Q4 2019 | $983,000 | -9.7% | 24,436 | -15.3% | 0.30% | -16.4% |
| Q3 2019 | $1,089,000 | +4.5% | 28,838 | +4.3% | 0.36% | +4.4% |
| Q2 2019 | $1,042,000 | +9.1% | 27,648 | +7.9% | 0.34% | +5.8% |
| Q1 2019 | $955,000 | +4.8% | 25,634 | -7.6% | 0.32% | -4.1% |
| Q4 2018 | $911,000 | +3.6% | 27,748 | +28.5% | 0.34% | +14.1% |
| Q3 2018 | $879,000 | +2.0% | 21,588 | -0.1% | 0.30% | -2.6% |
| Q2 2018 | $862,000 | +7.2% | 21,603 | +0.0% | 0.30% | +5.9% |
| Q1 2018 | $804,000 | -1.1% | 21,596 | +0.6% | 0.29% | -1.7% |
| Q4 2017 | $813,000 | +17.5% | 21,459 | +12.4% | 0.29% | +10.2% |
| Q3 2017 | $692,000 | +9.7% | 19,085 | +5.1% | 0.27% | +4.3% |
| Q2 2017 | $631,000 | +7.7% | 18,164 | +7.6% | 0.26% | +5.4% |
| Q1 2017 | $586,000 | +11.6% | 16,879 | +9.6% | 0.24% | +4.3% |
| Q4 2016 | $525,000 | – | 15,403 | – | 0.23% | – |
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% |