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%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $744,459 | -3.8% | 15,353 | +0.0% | 0.38% | +1.1% |
Q2 2023 | $774,262 | +8.2% | 15,347 | +4.4% | 0.37% | +0.3% |
Q1 2023 | $715,272 | +117.4% | 14,696 | +108.7% | 0.37% | +124.2% |
Q4 2022 | $328,948 | +10.0% | 7,041 | +0.1% | 0.16% | -1.8% |
Q3 2022 | $299,000 | -9.9% | 7,033 | -4.0% | 0.17% | -1.8% |
Q2 2022 | $332,000 | -12.4% | 7,327 | +3.3% | 0.17% | -7.6% |
Q1 2022 | $379,000 | -3.8% | 7,091 | +0.0% | 0.18% | -1.6% |
Q4 2021 | $394,000 | +5.6% | 7,090 | +0.1% | 0.19% | -5.1% |
Q3 2021 | $373,000 | -3.1% | 7,081 | +0.1% | 0.20% | -7.0% |
Q2 2021 | $385,000 | +7.5% | 7,077 | +0.1% | 0.21% | -4.1% |
Q1 2021 | $358,000 | +18.2% | 7,073 | +0.0% | 0.22% | +9.9% |
Q4 2020 | $303,000 | +28.9% | 7,071 | -0.4% | 0.20% | +5.8% |
Q3 2020 | $235,000 | +4.0% | 7,099 | -0.3% | 0.19% | +4.9% |
Q2 2020 | $226,000 | +21.5% | 7,117 | -1.0% | 0.18% | -4.7% |
Q1 2020 | $186,000 | -35.4% | 7,187 | +0.3% | 0.19% | -17.7% |
Q4 2019 | $288,000 | – | 7,162 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |