SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,737 | +6.6% | 177,299 | +10.7% | 0.02% | 0.0% |
| Q1 2024 | $9,136 | +44.1% | 160,204 | +39.8% | 0.02% | +25.0% |
| Q4 2023 | $6,342 | +317.5% | 114,587 | +265.8% | 0.01% | +300.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 314,534 | $13,374,000 | 11.02% |
| WADDELL & ASSOCIATES, LLC | 1,177,940 | $50,086,000 | 9.69% |
| First Pacific Financial | 382,321 | $16,256,000 | 9.34% |
| Riverpoint Wealth Management Holdings, LLC | 474,157 | $20,161,000 | 8.58% |
| MOLLER WEALTH PARTNERS | 464,305 | $19,742,000 | 7.11% |
| Charles Schwab Investment Advisory, Inc. | 86,399,960 | $3,673,726,000 | 6.72% |
| Arlington Financial Advisors, LLC | 311,016 | $13,224,000 | 6.72% |
| Shore Point Advisors, LLC | 130,323 | $5,541,000 | 5.41% |
| Clarius Group, LLC | 1,063,903 | $45,237,000 | 4.52% |
| JANICZEK WEALTH MANAGEMENT, LLC | 232,322 | $10,152,000 | 3.31% |