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 | $84,324 | +593.6% | 1,739 | +621.6% | 0.01% | +550.0% |
| Q2 2023 | $12,158 | +12.5% | 241 | +8.6% | 0.00% | -33.3% |
| Q1 2023 | $10,805 | +4.2% | 222 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $10,372 | +15.2% | 222 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | +50.0% | 222 | +65.7% | 0.00% | +33.3% |
| Q2 2022 | $6,000 | +200.0% | 134 | +282.9% | 0.00% | +200.0% |
| Q4 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -75.0% | 35 | -77.1% | 0.00% | -80.0% |
| Q1 2021 | $8,000 | +33.3% | 153 | +13.3% | 0.01% | +25.0% |
| Q4 2020 | $6,000 | +50.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | -20.0% | 135 | -11.2% | 0.00% | -20.0% |
| Q2 2020 | $5,000 | -50.0% | 152 | -61.1% | 0.01% | -37.5% |
| Q1 2020 | $10,000 | -90.3% | 391 | -84.7% | 0.01% | -87.1% |
| Q4 2019 | $103,000 | – | 2,558 | – | 0.06% | – |
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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% |