SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 143 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,286 | +169.6% | 2,625 | +180.4% | 0.00% | – |
| Q2 2023 | $47,221 | -61.3% | 936 | -62.7% | 0.00% | – |
| Q1 2023 | $122,016 | +4.2% | 2,507 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $117,127 | +9.5% | 2,507 | 0.0% | 0.00% | – |
| Q3 2022 | $107,000 | -14.4% | 2,507 | -8.9% | 0.00% | -100.0% |
| Q2 2022 | $125,000 | -34.2% | 2,752 | -22.6% | 0.00% | 0.0% |
| Q1 2022 | $190,000 | -4.5% | 3,556 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $199,000 | +46.3% | 3,581 | +38.3% | 0.00% | – |
| Q3 2021 | $136,000 | -10.5% | 2,590 | -7.3% | 0.00% | -100.0% |
| Q2 2021 | $152,000 | -15.1% | 2,793 | -21.0% | 0.00% | 0.0% |
| Q1 2021 | $179,000 | -65.4% | 3,537 | -70.7% | 0.00% | -50.0% |
| Q4 2020 | $518,000 | +106.4% | 12,064 | +58.9% | 0.00% | +100.0% |
| Q3 2020 | $251,000 | +8266.7% | 7,591 | +8334.4% | 0.00% | – |
| Q3 2019 | $3,000 | – | 90 | +900.0% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 9 | -98.9% | 0.00% | – |
| Q1 2019 | $30,000 | -23.1% | 802 | -32.7% | 0.00% | – |
| Q4 2018 | $39,000 | +1850.0% | 1,192 | +2880.0% | 0.00% | – |
| Q3 2018 | $2,000 | -83.3% | 40 | -86.5% | 0.00% | – |
| Q2 2018 | $12,000 | +20.0% | 297 | +15.6% | 0.00% | – |
| Q1 2018 | $10,000 | – | 257 | – | 0.00% | – |
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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% |