SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 143 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $590,000 | 0.0% | 22,820 | 0.0% | 0.17% | 0.0% |
| Q1 2020 | $590,000 | -38.0% | 22,820 | -3.5% | 0.17% | -8.8% |
| Q4 2019 | $952,000 | +4.2% | 23,657 | -2.2% | 0.18% | -1.6% |
| Q3 2019 | $914,000 | +4.0% | 24,194 | +0.4% | 0.18% | -7.5% |
| Q2 2019 | $879,000 | +1.2% | 24,088 | +2.5% | 0.20% | -4.3% |
| Q1 2019 | $869,000 | +14.0% | 23,510 | +13.9% | 0.21% | -13.3% |
| Q4 2018 | $762,000 | -8.7% | 20,648 | +0.7% | 0.24% | +30.3% |
| Q3 2018 | $835,000 | +1.1% | 20,504 | -0.9% | 0.18% | -3.1% |
| Q2 2018 | $826,000 | +7.3% | 20,690 | +0.1% | 0.19% | -0.5% |
| Q1 2018 | $770,000 | +11.6% | 20,669 | +13.5% | 0.19% | -5.4% |
| Q4 2017 | $690,000 | +1.2% | 18,211 | -3.2% | 0.20% | -13.6% |
| Q3 2017 | $682,000 | +6.7% | 18,812 | +2.3% | 0.24% | +11.4% |
| Q2 2017 | $639,000 | +3.2% | 18,391 | +3.2% | 0.21% | +1.9% |
| Q1 2017 | $619,000 | +0.5% | 17,823 | -1.3% | 0.21% | +3.0% |
| Q4 2016 | $616,000 | – | 18,061 | – | 0.20% | – |
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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% |