SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $251,000 | +13.6% | 6,738 | 0.0% | 0.17% | -19.2% |
| Q4 2018 | $221,000 | -19.0% | 6,738 | +0.5% | 0.21% | +34.6% |
| Q3 2018 | $273,000 | +4.6% | 6,702 | +2.3% | 0.16% | -40.9% |
| Q2 2018 | $261,000 | +4.4% | 6,551 | -2.3% | 0.27% | +75.8% |
| Q1 2018 | $250,000 | +2.9% | 6,702 | 0.0% | 0.15% | -4.4% |
| Q3 2017 | $243,000 | +4.3% | 6,702 | 0.0% | 0.16% | +0.6% |
| Q2 2017 | $233,000 | +2.6% | 6,702 | +2.3% | 0.16% | -39.3% |
| Q1 2017 | $227,000 | +1.8% | 6,551 | 0.0% | 0.26% | +4.8% |
| Q4 2016 | $223,000 | +9.3% | 6,551 | 0.0% | 0.25% | +8.7% |
| Q3 2016 | $204,000 | -46.7% | 6,551 | -49.9% | 0.23% | -41.9% |
| Q2 2016 | $383,000 | -19.2% | 13,065 | -25.0% | 0.40% | -52.4% |
| Q3 2015 | $474,000 | +33.5% | 17,424 | +48.9% | 0.83% | +211.6% |
| Q2 2015 | $355,000 | -42.7% | 11,705 | -41.4% | 0.27% | -43.2% |
| Q1 2015 | $620,000 | -1.3% | 19,974 | -5.0% | 0.47% | +6.8% |
| Q4 2014 | $628,000 | +6.1% | 21,027 | -1.8% | 0.44% | -7.4% |
| Q3 2014 | $592,000 | – | 21,403 | – | 0.48% | – |
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% |