SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $11,000 | -26.7% | 325 | -30.9% | 0.00% | -33.3% |
| Q2 2020 | $15,000 | -6.2% | 470 | -21.7% | 0.01% | -14.3% |
| Q1 2020 | $16,000 | -23.8% | 600 | +13.2% | 0.01% | -12.5% |
| Q4 2019 | $21,000 | +90.9% | 530 | +75.5% | 0.01% | +60.0% |
| Q3 2019 | $11,000 | 0.0% | 302 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 302 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $11,000 | +10.0% | 302 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $10,000 | -16.7% | 302 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $12,000 | +33.3% | 302 | +31.3% | 0.01% | -30.0% |
| Q2 2018 | $9,000 | -18.2% | 230 | -24.1% | 0.01% | +25.0% |
| Q1 2018 | $11,000 | -8.3% | 303 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $12,000 | +33.3% | 303 | +22.2% | 0.01% | +12.5% |
| Q3 2017 | $9,000 | 0.0% | 248 | +0.4% | 0.01% | -11.1% |
| Q2 2017 | $9,000 | +12.5% | 247 | +0.4% | 0.01% | +12.5% |
| Q1 2017 | $8,000 | +300.0% | 246 | +237.0% | 0.01% | +166.7% |
| Q4 2016 | $2,000 | – | 73 | – | 0.00% | – |
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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% |