SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 30 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $161,666 | -8.1% | 3,334 | -4.4% | 0.00% | – |
Q2 2023 | $175,970 | +7.1% | 3,488 | +3.3% | 0.00% | – |
Q1 2023 | $164,359 | -3.9% | 3,377 | -7.8% | 0.00% | – |
Q4 2022 | $171,089 | -12.3% | 3,662 | -19.8% | 0.00% | – |
Q3 2022 | $195,000 | -5.3% | 4,567 | 0.0% | 0.00% | – |
Q2 2022 | $206,000 | -58.0% | 4,567 | -50.2% | 0.00% | – |
Q1 2022 | $490,000 | -3.5% | 9,172 | +0.2% | 0.00% | – |
Q4 2021 | $508,000 | +137.4% | 9,155 | +126.2% | 0.00% | – |
Q3 2021 | $214,000 | +18.2% | 4,048 | +21.1% | 0.00% | – |
Q2 2021 | $181,000 | +31.2% | 3,344 | +22.7% | 0.00% | – |
Q1 2021 | $138,000 | +17.9% | 2,726 | 0.0% | 0.00% | – |
Q4 2020 | $117,000 | +30.0% | 2,726 | 0.0% | 0.00% | – |
Q3 2020 | $90,000 | -12.6% | 2,726 | -16.4% | 0.00% | – |
Q2 2020 | $103,000 | +12.0% | 3,261 | -8.4% | 0.00% | – |
Q1 2020 | $92,000 | -43.6% | 3,561 | -12.3% | 0.00% | – |
Q4 2019 | $163,000 | +2.5% | 4,060 | -3.7% | 0.00% | – |
Q3 2019 | $159,000 | -3.0% | 4,214 | -2.9% | 0.00% | – |
Q2 2019 | $164,000 | +8.6% | 4,340 | +6.9% | 0.00% | – |
Q1 2019 | $151,000 | +480.8% | 4,060 | +408.1% | 0.00% | – |
Q4 2018 | $26,000 | -43.5% | 799 | -28.9% | 0.00% | – |
Q3 2018 | $46,000 | -9.8% | 1,124 | -12.8% | 0.00% | – |
Q2 2018 | $51,000 | +112.5% | 1,289 | +97.7% | 0.00% | – |
Q1 2018 | $24,000 | +26.3% | 652 | +33.1% | 0.00% | – |
Q4 2017 | $19,000 | +5.6% | 490 | 0.0% | 0.00% | – |
Q3 2017 | $18,000 | -55.0% | 490 | -66.2% | 0.00% | – |
Q3 2015 | $40,000 | -9.1% | 1,450 | 0.0% | 0.00% | – |
Q2 2015 | $44,000 | – | 1,450 | – | 0.00% | – |
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% |