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 ↓ |
---|---|---|---|
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% |