SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 174 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |