SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 143 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -62.5% | 74 | -49.7% | 0.00% | -100.0% |
| Q1 2022 | $8,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | -33.3% | 147 | -33.5% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | -20.0% | 221 | -25.1% | 0.00% | -66.7% |
| Q1 2021 | $15,000 | +15.4% | 295 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 295 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 295 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 295 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $8,000 | -33.3% | 295 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $12,000 | +9.1% | 295 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | -59.3% | 295 | -58.7% | 0.01% | -57.1% |
| Q2 2019 | $27,000 | -93.3% | 714 | -93.4% | 0.01% | -93.0% |
| Q1 2019 | $401,000 | -2.0% | 10,762 | -13.5% | 0.20% | -5.7% |
| Q4 2018 | $409,000 | -21.8% | 12,443 | -3.2% | 0.21% | +44.5% |
| Q3 2018 | $523,000 | +26.9% | 12,850 | +24.6% | 0.15% | +20.7% |
| Q2 2018 | $412,000 | -99.8% | 10,313 | +72.2% | 0.12% | 0.0% |
| Q1 2018 | $223,068,000 | +138451.6% | 5,990 | +41.2% | 0.12% | +34.4% |
| Q4 2017 | $161,000 | – | 4,243 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
| First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
| WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
| Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
| MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
| Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
| Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
| Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
| Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
| JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |