SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 174 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,311 | -3.9% | 357 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $18,011 | -10.2% | 357 | -13.3% | 0.00% | -20.0% |
| Q1 2023 | $20,052 | +20.2% | 412 | +15.4% | 0.01% | +25.0% |
| Q4 2022 | $16,679 | +11.2% | 357 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 357 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $16,000 | -15.8% | 357 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $19,000 | -5.0% | 357 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $20,000 | -35.5% | 357 | -39.0% | 0.01% | -44.4% |
| Q3 2021 | $31,000 | -3.1% | 585 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $32,000 | +6.7% | 585 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $30,000 | +20.0% | 585 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $25,000 | +31.6% | 585 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $19,000 | 0.0% | 585 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $19,000 | +26.7% | 585 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $15,000 | -37.5% | 585 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $24,000 | +4.3% | 585 | -5.6% | 0.01% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 620 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $23,000 | 0.0% | 620 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +43.8% | 620 | +25.0% | 0.01% | +30.0% |
| Q4 2018 | $16,000 | -20.0% | 496 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $20,000 | 0.0% | 496 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $20,000 | +11.1% | 496 | 0.0% | 0.01% | +9.1% |
| Q1 2018 | $18,000 | -28.0% | 496 | -24.3% | 0.01% | -26.7% |
| Q4 2017 | $25,000 | – | 655 | – | 0.02% | – |
Download | ||||||
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% |