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 2022 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q2 2020 | $40,000 | -20.0% | 1,265 | -34.5% | 0.02% | -32.1% |
| Q1 2020 | $50,000 | -35.9% | 1,930 | 0.0% | 0.03% | -9.7% |
| Q4 2019 | $78,000 | +6.8% | 1,930 | 0.0% | 0.03% | -8.8% |
| Q3 2019 | $73,000 | -12.0% | 1,930 | -12.3% | 0.03% | -10.5% |
| Q2 2019 | $83,000 | +1.2% | 2,200 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $82,000 | 0.0% | 2,200 | -12.0% | 0.04% | -11.6% |
| Q4 2018 | $82,000 | +331.6% | 2,500 | +435.3% | 0.04% | +437.5% |
| Q3 2018 | $19,000 | +533.3% | 467 | +367.0% | 0.01% | +300.0% |
| Q1 2014 | $3,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |