SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $781,000 | +4.8% | 19,417 | -1.6% | 0.17% | -1.2% |
| Q3 2019 | $745,000 | +0.1% | 19,727 | 0.0% | 0.17% | -0.6% |
| Q2 2019 | $744,000 | -15.5% | 19,727 | -16.5% | 0.17% | -18.3% |
| Q1 2019 | $880,000 | +14.6% | 23,631 | +1.0% | 0.21% | -4.6% |
| Q4 2018 | $768,000 | -26.7% | 23,394 | -9.1% | 0.22% | -9.9% |
| Q3 2018 | $1,048,000 | +7.4% | 25,725 | +5.2% | 0.24% | -10.4% |
| Q2 2018 | $976,000 | +1.1% | 24,458 | -5.6% | 0.27% | -2.2% |
| Q1 2018 | $965,000 | -3.0% | 25,912 | -1.3% | 0.28% | -1.4% |
| Q4 2017 | $995,000 | -5.5% | 26,249 | -9.5% | 0.28% | -2.1% |
| Q3 2017 | $1,053,000 | +9.6% | 29,017 | +5.0% | 0.29% | -6.8% |
| Q2 2017 | $961,000 | +0.1% | 27,645 | 0.0% | 0.31% | +0.7% |
| Q1 2017 | $960,000 | +1.5% | 27,645 | -0.3% | 0.30% | +1.3% |
| Q4 2016 | $946,000 | -12.7% | 27,733 | -20.3% | 0.30% | -13.5% |
| Q3 2016 | $1,084,000 | -30.6% | 34,797 | -34.6% | 0.35% | -38.4% |
| Q2 2016 | $1,562,000 | – | 53,221 | – | 0.56% | – |
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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% |