SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,026 | -5.6% | 5,899 | -0.2% | 0.03% | 0.0% |
| Q2 2023 | $296,732 | +5.2% | 5,911 | +0.1% | 0.03% | -2.9% |
| Q1 2023 | $282,023 | -4.3% | 5,905 | -3.5% | 0.03% | -10.5% |
| Q4 2022 | $294,652 | +6.0% | 6,122 | -1.2% | 0.04% | -7.3% |
| Q3 2022 | $278,000 | +0.7% | 6,195 | +1.5% | 0.04% | 0.0% |
| Q2 2022 | $276,000 | -14.0% | 6,102 | -1.3% | 0.04% | -6.8% |
| Q1 2022 | $321,000 | -5.3% | 6,183 | +0.9% | 0.04% | -4.3% |
| Q4 2021 | $339,000 | -48.2% | 6,127 | -50.7% | 0.05% | -56.2% |
| Q3 2021 | $654,000 | -5.4% | 12,422 | -2.2% | 0.10% | -8.7% |
| Q2 2021 | $691,000 | +1.0% | 12,706 | -5.0% | 0.12% | -9.4% |
| Q1 2021 | $684,000 | -1.3% | 13,374 | -17.1% | 0.13% | -19.6% |
| Q4 2020 | $693,000 | +28.1% | 16,142 | -1.4% | 0.16% | +7.5% |
| Q3 2020 | $541,000 | +2.5% | 16,369 | -1.7% | 0.15% | -16.0% |
| Q2 2020 | $528,000 | +18.9% | 16,654 | -1.0% | 0.18% | -10.3% |
| Q1 2020 | $444,000 | -17.9% | 16,818 | +24.2% | 0.20% | -16.7% |
| Q4 2019 | $541,000 | +12.7% | 13,538 | +4.5% | 0.23% | -12.4% |
| Q3 2019 | $480,000 | -0.6% | 12,960 | +1.4% | 0.27% | -24.8% |
| Q2 2019 | $483,000 | +4.1% | 12,780 | +2.6% | 0.36% | -1.7% |
| Q1 2019 | $464,000 | +19.3% | 12,462 | +5.2% | 0.36% | -1.6% |
| Q4 2018 | $389,000 | – | 11,842 | – | 0.37% | – |
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% |