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 | $84,373 | +95778.4% | 1,740 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $88 | +3.5% | 1,740 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $85 | +66.7% | 1,740 | +59.6% | 0.04% | +57.7% |
| Q4 2022 | $51 | -99.9% | 1,090 | -37.4% | 0.03% | -31.6% |
| Q3 2022 | $74,000 | -6.3% | 1,740 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $79,000 | -15.1% | 1,740 | 0.0% | 0.04% | +5.4% |
| Q1 2022 | $93,000 | -4.1% | 1,740 | 0.0% | 0.04% | +2.8% |
| Q4 2021 | $97,000 | +5.4% | 1,740 | 0.0% | 0.04% | -7.7% |
| Q3 2021 | $92,000 | +2.2% | 1,740 | 0.0% | 0.04% | +5.4% |
| Q2 2021 | $90,000 | +23.3% | 1,740 | +20.8% | 0.04% | +5.7% |
| Q1 2021 | $73,000 | +17.7% | 1,440 | 0.0% | 0.04% | +9.4% |
| Q4 2020 | $62,000 | +5.1% | 1,440 | 0.0% | 0.03% | +3.2% |
| Q3 2020 | $59,000 | +28.3% | 1,440 | 0.0% | 0.03% | +6.9% |
| Q2 2020 | $46,000 | +58.6% | 1,440 | +45.5% | 0.03% | +45.0% |
| Q1 2020 | $29,000 | -27.5% | 990 | 0.0% | 0.02% | -23.1% |
| Q4 2019 | $40,000 | +8.1% | 990 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $37,000 | 0.0% | 990 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $37,000 | 0.0% | 990 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $37,000 | +12.1% | 990 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $33,000 | -8.3% | 990 | 0.0% | 0.03% | +16.0% |
| Q3 2018 | $36,000 | -10.0% | 990 | 0.0% | 0.02% | -3.8% |
| Q2 2018 | $40,000 | +8.1% | 990 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $37,000 | -2.6% | 990 | 0.0% | 0.03% | -13.3% |
| Q4 2017 | $38,000 | – | 990 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |