SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,214 | +14.1% | 40 | 0.0% | 0.00% | – |
| Q3 2023 | $1,940 | -3.9% | 40 | 0.0% | 0.00% | – |
| Q2 2023 | $2,018 | +3.6% | 40 | 0.0% | 0.00% | – |
| Q1 2023 | $1,947 | +4.2% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $1,869 | +9.9% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $1,701 | -6.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $1,810 | -15.3% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $2,138 | -3.9% | 40 | 0.0% | 0.00% | – |
| Q4 2021 | $2,224 | +5.6% | 40 | 0.0% | 0.00% | – |
| Q3 2021 | $2,107 | -3.2% | 40 | 0.0% | 0.00% | – |
| Q2 2021 | $2,176 | +7.4% | 40 | 0.0% | 0.00% | – |
| Q1 2021 | $2,026 | +18.0% | 40 | 0.0% | 0.00% | – |
| Q4 2020 | $1,717 | +29.9% | 40 | 0.0% | 0.00% | – |
| Q3 2020 | $1,322 | +4.2% | 40 | 0.0% | 0.00% | – |
| Q2 2020 | $1,269 | +22.6% | 40 | 0.0% | 0.00% | – |
| Q1 2020 | $1,035 | -35.7% | 40 | 0.0% | 0.00% | – |
| Q4 2019 | $1,610 | +6.6% | 40 | 0.0% | 0.00% | – |
| Q3 2019 | $1,510 | +0.1% | 40 | 0.0% | 0.00% | – |
| Q2 2019 | $1,508 | +1.2% | 40 | 0.0% | 0.00% | – |
| Q1 2019 | $1,490 | -9.3% | 40 | -20.0% | 0.00% | – |
| Q4 2018 | $1,642 | -19.4% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $2,036 | – | 50 | – | 0.00% | – |
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% |