SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $267,108 | -3.6% | 5,509 | +0.3% | 0.04% | 0.0% |
Q2 2023 | $277,196 | +3.9% | 5,494 | +0.3% | 0.04% | -2.8% |
Q1 2023 | $266,729 | +0.3% | 5,480 | -3.7% | 0.04% | -5.3% |
Q4 2022 | $265,955 | +10.4% | 5,693 | +0.4% | 0.04% | +2.7% |
Q3 2022 | $241,000 | -10.7% | 5,672 | -5.0% | 0.04% | +8.8% |
Q2 2022 | $270,000 | -15.1% | 5,972 | +0.2% | 0.03% | -8.1% |
Q1 2022 | $318,000 | +10.4% | 5,958 | +14.9% | 0.04% | +15.6% |
Q4 2021 | $288,000 | +5.5% | 5,186 | +0.2% | 0.03% | -3.0% |
Q3 2021 | $273,000 | -4.9% | 5,174 | -1.9% | 0.03% | -5.7% |
Q2 2021 | $287,000 | +1.8% | 5,276 | -5.2% | 0.04% | -5.4% |
Q1 2021 | $282,000 | +18.5% | 5,568 | +0.3% | 0.04% | +12.1% |
Q4 2020 | $238,000 | -4.0% | 5,550 | -26.1% | 0.03% | -17.5% |
Q3 2020 | $248,000 | -13.3% | 7,509 | -16.6% | 0.04% | -18.4% |
Q2 2020 | $286,000 | +22.7% | 9,003 | -0.2% | 0.05% | -2.0% |
Q1 2020 | $233,000 | -31.7% | 9,025 | +6.5% | 0.05% | -12.3% |
Q4 2019 | $341,000 | -6.6% | 8,473 | -12.4% | 0.06% | -16.2% |
Q3 2019 | $365,000 | -4.9% | 9,677 | -5.1% | 0.07% | -12.8% |
Q2 2019 | $384,000 | +1.3% | 10,195 | +0.1% | 0.08% | +20.0% |
Q1 2019 | $379,000 | +34.4% | 10,185 | +18.5% | 0.06% | +12.1% |
Q4 2018 | $282,000 | +5.6% | 8,592 | +31.0% | 0.06% | +28.9% |
Q3 2018 | $267,000 | +169.7% | 6,560 | +165.1% | 0.04% | +150.0% |
Q2 2018 | $99,000 | +209.4% | 2,475 | +188.5% | 0.02% | +200.0% |
Q1 2018 | $32,000 | -3.0% | 858 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $33,000 | – | 858 | – | 0.01% | – |
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% |