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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $544,000 | -8.9% | 13,675 | -13.5% | 0.00% | -25.0% |
| Q3 2019 | $597,000 | +0.8% | 15,815 | +0.7% | 0.00% | 0.0% |
| Q2 2019 | $592,000 | -44.3% | 15,712 | -44.9% | 0.00% | -50.0% |
| Q1 2019 | $1,062,000 | +78.5% | 28,507 | +57.3% | 0.01% | +60.0% |
| Q4 2018 | $595,000 | -56.9% | 18,120 | -46.6% | 0.01% | -58.3% |
| Q3 2018 | $1,382,000 | +40.2% | 33,954 | +28.2% | 0.01% | +33.3% |
| Q2 2018 | $986,000 | 0.0% | 26,484 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $986,000 | -18.8% | 26,484 | -17.3% | 0.01% | -25.0% |
| Q4 2017 | $1,215,000 | -24.9% | 32,033 | -28.2% | 0.01% | -33.3% |
| Q3 2017 | $1,617,000 | -51.0% | 44,599 | -53.0% | 0.02% | -53.8% |
| Q2 2017 | $3,299,000 | -40.8% | 94,920 | -40.9% | 0.04% | -45.1% |
| Q1 2017 | $5,577,000 | -32.6% | 160,647 | -33.8% | 0.07% | -38.3% |
| Q4 2016 | $8,277,000 | -19.5% | 242,698 | -26.5% | 0.12% | -25.3% |
| Q3 2016 | $10,286,000 | +10.6% | 330,301 | +4.3% | 0.15% | +4.1% |
| Q2 2016 | $9,298,000 | +3.6% | 316,807 | +1.4% | 0.15% | -6.3% |
| Q1 2016 | $8,971,000 | +1.3% | 312,578 | -1.3% | 0.16% | -3.7% |
| Q4 2015 | $8,860,000 | +29.7% | 316,775 | +26.2% | 0.16% | +16.3% |
| Q3 2015 | $6,829,000 | +12.7% | 250,987 | +25.8% | 0.14% | +25.9% |
| Q2 2015 | $6,062,000 | +28.2% | 199,583 | +31.0% | 0.11% | +23.1% |
| Q1 2015 | $4,727,000 | +22.1% | 152,335 | +17.5% | 0.09% | +5.8% |
| Q4 2014 | $3,870,000 | – | 129,664 | – | 0.09% | – |
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% |