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 | $32,052 | -61.7% | 661 | -60.2% | 0.00% | – |
| Q2 2023 | $83,747 | +61.6% | 1,660 | +55.9% | 0.00% | – |
| Q1 2023 | $51,834 | – | 1,065 | +17650.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 6 | -98.9% | 0.00% | – |
| Q2 2021 | $30,000 | +7.1% | 560 | 0.0% | 0.00% | – |
| Q1 2021 | $28,000 | +16.7% | 560 | 0.0% | 0.00% | – |
| Q4 2020 | $24,000 | +26.3% | 560 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | -5.0% | 560 | -11.9% | 0.00% | – |
| Q2 2020 | $20,000 | +81.8% | 636 | +45.5% | 0.00% | – |
| Q1 2020 | $11,000 | -38.9% | 437 | 0.0% | 0.00% | – |
| Q4 2019 | $18,000 | +5.9% | 437 | -0.2% | 0.00% | – |
| Q3 2019 | $17,000 | +466.7% | 438 | +468.8% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 77 | +1.3% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | -95.8% | 76 | -96.4% | 0.00% | – |
| Q4 2016 | $72,000 | +10.8% | 2,100 | 0.0% | 0.00% | – |
| Q3 2016 | $65,000 | +4.8% | 2,100 | -1.1% | 0.00% | – |
| Q2 2016 | $62,000 | +3.3% | 2,124 | +1.1% | 0.00% | – |
| Q1 2016 | $60,000 | +1.7% | 2,100 | 0.0% | 0.00% | – |
| Q4 2015 | $59,000 | +3.5% | 2,100 | 0.0% | 0.00% | – |
| Q3 2015 | $57,000 | -10.9% | 2,100 | 0.0% | 0.00% | – |
| Q2 2015 | $64,000 | -1.5% | 2,100 | 0.0% | 0.00% | – |
| Q1 2015 | $65,000 | +3.2% | 2,100 | 0.0% | 0.00% | – |
| Q4 2014 | $63,000 | – | 2,100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |