SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $310,000 | +52.0% | 9,788 | +24.3% | 0.14% | +55.9% |
| Q1 2020 | $204,000 | -57.6% | 7,874 | -34.1% | 0.09% | -30.1% |
| Q4 2019 | $481,000 | +30.7% | 11,957 | +22.8% | 0.13% | +95.6% |
| Q3 2019 | $368,000 | +1.1% | 9,734 | +0.9% | 0.07% | +4.6% |
| Q2 2019 | $364,000 | +0.6% | 9,648 | -0.8% | 0.06% | +3.2% |
| Q1 2019 | $362,000 | +47.8% | 9,723 | +30.3% | 0.06% | +26.0% |
| Q4 2018 | $245,000 | -26.9% | 7,464 | -9.3% | 0.05% | -31.5% |
| Q3 2018 | $335,000 | -0.9% | 8,230 | -2.8% | 0.07% | -5.2% |
| Q2 2018 | $338,000 | – | 8,470 | – | 0.08% | – |
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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% |