SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 63 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,527,000 | +50.3% | 87,637 | +41.0% | 0.80% | +37.1% |
| Q3 2019 | $2,347,000 | +114.9% | 62,168 | +114.6% | 0.58% | +92.7% |
| Q2 2019 | $1,092,000 | +16.9% | 28,974 | +15.5% | 0.30% | +21.3% |
| Q1 2019 | $934,000 | +68.6% | 25,075 | +48.6% | 0.25% | +33.2% |
| Q4 2018 | $554,000 | +32.2% | 16,878 | +64.0% | 0.19% | +58.5% |
| Q3 2018 | $419,000 | +16.7% | 10,292 | +14.3% | 0.12% | +3.5% |
| Q2 2018 | $359,000 | +13.6% | 9,001 | +6.2% | 0.11% | +16.3% |
| Q1 2018 | $316,000 | +2.3% | 8,474 | +3.9% | 0.10% | +8.9% |
| Q4 2017 | $309,000 | +3.7% | 8,155 | -0.6% | 0.09% | -23.7% |
| Q3 2017 | $298,000 | +6.4% | 8,205 | +1.8% | 0.12% | +19.2% |
| Q2 2017 | $280,000 | +0.4% | 8,056 | +0.2% | 0.10% | -1.0% |
| Q1 2017 | $279,000 | +1.8% | 8,042 | -0.0% | 0.10% | +4.2% |
| Q4 2016 | $274,000 | +5.0% | 8,044 | -4.0% | 0.10% | +11.6% |
| Q3 2016 | $261,000 | +1.6% | 8,379 | -4.3% | 0.09% | -10.4% |
| Q2 2016 | $257,000 | +7.5% | 8,753 | +5.1% | 0.10% | +26.3% |
| Q1 2016 | $239,000 | +4.4% | 8,325 | +1.6% | 0.08% | -15.6% |
| Q4 2015 | $229,000 | +5.5% | 8,197 | +3.0% | 0.09% | -10.0% |
| Q3 2015 | $217,000 | -8.8% | 7,961 | +1.5% | 0.10% | -1.0% |
| Q2 2015 | $238,000 | -0.8% | 7,840 | +1.2% | 0.10% | -11.4% |
| Q1 2015 | $240,000 | +12.7% | 7,744 | +8.4% | 0.11% | -2.6% |
| Q4 2014 | $213,000 | – | 7,146 | – | 0.12% | – |
Download | ||||||
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% |