COMMONWEALTH EQUITY SERVICES, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 455,135$22,069,48114.32%
First Pacific Financial 412,068$19,981,1708.91%
WADDELL & ASSOCIATES, LLC 1,245,374$60,388,1948.83%
Riverpoint Wealth Management Holdings, LLC 498,793$24,186,4837.98%
MOLLER WEALTH PARTNERS 512,926$24,871,7647.90%
Charles Schwab Investment Advisory, Inc. 92,295,729$4,475,419,9177.06%
Arlington Financial Advisors, LLC 365,491$17,722,6426.28%
Shore Point Advisors, LLC 145,601$7,060,1705.11%
Clarius Group, LLC 1,098,625$53,272,3075.08%
JANICZEK WEALTH MANAGEMENT, LLC 325,841$15,800,0254.16%
View complete list of SCHWAB STRATEGIC TR shareholders