SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 48 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,692,000 | +2.4% | 42,049 | -4.0% | 0.59% | -5.0% |
| Q3 2019 | $1,653,000 | -58.4% | 43,788 | -58.4% | 0.62% | -59.0% |
| Q2 2019 | $3,971,000 | -0.2% | 105,377 | -1.3% | 1.51% | -1.6% |
| Q1 2019 | $3,978,000 | +20.4% | 106,808 | +6.2% | 1.54% | +6.6% |
| Q4 2018 | $3,304,000 | -12.3% | 100,600 | +8.7% | 1.44% | +4.6% |
| Q3 2018 | $3,768,000 | +10.1% | 92,533 | +7.9% | 1.38% | +0.4% |
| Q2 2018 | $3,422,000 | +14.0% | 85,750 | +6.4% | 1.37% | +10.6% |
| Q1 2018 | $3,001,000 | +2.6% | 80,590 | +4.4% | 1.24% | +3.8% |
| Q4 2017 | $2,926,000 | +9.5% | 77,202 | +4.8% | 1.20% | +3.1% |
| Q3 2017 | $2,673,000 | +9.2% | 73,677 | +4.6% | 1.16% | +3.7% |
| Q2 2017 | $2,448,000 | +6.9% | 70,435 | +6.8% | 1.12% | +3.5% |
| Q1 2017 | $2,289,000 | +41.9% | 65,960 | +39.5% | 1.08% | +27.8% |
| Q4 2016 | $1,613,000 | +68.2% | 47,300 | +53.6% | 0.85% | +57.5% |
| Q3 2016 | $959,000 | +44.2% | 30,788 | +35.8% | 0.54% | +39.8% |
| Q2 2016 | $665,000 | +38.5% | 22,670 | +35.6% | 0.38% | +40.7% |
| Q1 2016 | $480,000 | – | 16,723 | – | 0.27% | – |
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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% |