SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |