SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,519 | +22.2% | 31,326 | +27.1% | 0.00% | 0.0% |
Q2 2023 | $1,243 | +7.0% | 24,639 | +3.1% | 0.00% | +50.0% |
Q1 2023 | $1,162 | +58.7% | 23,894 | +52.4% | 0.00% | 0.0% |
Q4 2022 | $732 | -99.9% | 15,680 | -21.1% | 0.00% | 0.0% |
Q3 2022 | $844,000 | +29.6% | 19,871 | +38.0% | 0.00% | 0.0% |
Q2 2022 | $651,000 | -36.7% | 14,397 | -25.2% | 0.00% | 0.0% |
Q1 2022 | $1,028,000 | +10.1% | 19,235 | +14.4% | 0.00% | 0.0% |
Q4 2021 | $934,000 | +37.0% | 16,810 | +29.8% | 0.00% | 0.0% |
Q3 2021 | $682,000 | +5.1% | 12,953 | +8.5% | 0.00% | 0.0% |
Q2 2021 | $649,000 | +16.9% | 11,933 | +8.8% | 0.00% | 0.0% |
Q1 2021 | $555,000 | +112.6% | 10,967 | +38.9% | 0.00% | +100.0% |
Q3 2020 | $261,000 | -33.9% | 7,898 | -19.7% | 0.00% | -50.0% |
Q4 2019 | $395,000 | +14.8% | 9,838 | +7.8% | 0.00% | +100.0% |
Q3 2019 | $344,000 | +1.5% | 9,130 | +1.2% | 0.00% | 0.0% |
Q2 2019 | $339,000 | -4.2% | 9,019 | -5.4% | 0.00% | -50.0% |
Q1 2019 | $354,000 | +20.4% | 9,529 | +6.2% | 0.00% | 0.0% |
Q4 2018 | $294,000 | -15.5% | 8,973 | -4.1% | 0.00% | 0.0% |
Q1 2018 | $348,000 | +6.7% | 9,360 | +8.8% | 0.00% | 0.0% |
Q4 2017 | $326,000 | – | 8,606 | – | 0.00% | – |
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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% |