SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,410 | -6.9% | 49,713 | -3.1% | 0.33% | -3.5% |
| Q2 2023 | $2,588 | +4.4% | 51,311 | +0.7% | 0.34% | -0.3% |
| Q1 2023 | $2,478 | +2.4% | 50,930 | -1.7% | 0.34% | -4.8% |
| Q4 2022 | $2,420 | -99.9% | 51,813 | -2.1% | 0.36% | -3.3% |
| Q3 2022 | $2,251,000 | -9.3% | 52,947 | -3.4% | 0.37% | -4.7% |
| Q2 2022 | $2,481,000 | -10.3% | 54,838 | +6.0% | 0.39% | -1.5% |
| Q1 2022 | $2,766,000 | -5.5% | 51,748 | -1.7% | 0.39% | -3.7% |
| Q4 2021 | $2,926,000 | +3.8% | 52,618 | -1.7% | 0.41% | -3.1% |
| Q3 2021 | $2,820,000 | -5.2% | 53,521 | -2.1% | 0.42% | -5.4% |
| Q2 2021 | $2,974,000 | +5.8% | 54,676 | -1.4% | 0.44% | -1.1% |
| Q1 2021 | $2,811,000 | +14.0% | 55,479 | -3.4% | 0.45% | +3.7% |
| Q4 2020 | $2,465,000 | +6.6% | 57,437 | -17.9% | 0.43% | -10.5% |
| Q3 2020 | $2,312,000 | +0.9% | 69,957 | -3.2% | 0.48% | -4.2% |
| Q2 2020 | $2,292,000 | -24.6% | 72,261 | -38.5% | 0.51% | +32.1% |
| Q1 2020 | $3,040,000 | +101.2% | 117,480 | +212.9% | 0.38% | +17.8% |
| Q4 2019 | $1,511,000 | -16.3% | 37,544 | -21.5% | 0.32% | -22.1% |
| Q3 2019 | $1,805,000 | +82.5% | 47,802 | +82.2% | 0.42% | +69.5% |
| Q2 2019 | $989,000 | +7.7% | 26,231 | +6.4% | 0.25% | +4.2% |
| Q1 2019 | $918,000 | +36.8% | 24,653 | +20.6% | 0.24% | +24.9% |
| Q4 2018 | $671,000 | +23.8% | 20,438 | +53.4% | 0.19% | +33.1% |
| Q3 2018 | $542,000 | +14.3% | 13,319 | +12.2% | 0.14% | +16.4% |
| Q2 2018 | $474,000 | +7.2% | 11,874 | -0.0% | 0.12% | +15.1% |
| Q1 2018 | $442,000 | +38.1% | 11,877 | +40.8% | 0.11% | +17.8% |
| Q4 2017 | $320,000 | – | 8,436 | – | 0.09% | – |
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% |