SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $805,000 | -4.3% | 14,971 | -3.2% | 0.14% | -5.2% |
| Q2 2021 | $841,000 | -13.3% | 15,471 | -19.2% | 0.15% | -22.7% |
| Q1 2021 | $970,000 | +1.5% | 19,144 | -14.1% | 0.20% | +15.8% |
| Q4 2020 | $956,000 | +8.3% | 22,278 | -16.6% | 0.17% | -1.7% |
| Q3 2020 | $883,000 | +3.4% | 26,722 | -0.8% | 0.17% | +3.6% |
| Q2 2020 | $854,000 | +27.3% | 26,926 | +3.8% | 0.17% | -0.6% |
| Q1 2020 | $671,000 | -22.9% | 25,949 | +20.0% | 0.17% | +13.4% |
| Q4 2019 | $870,000 | +9.8% | 21,617 | +3.1% | 0.15% | -12.4% |
| Q3 2019 | $792,000 | +10.8% | 20,975 | +10.6% | 0.17% | +8.3% |
| Q2 2019 | $715,000 | – | 18,961 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 314,534 | $13,374,000 | 11.02% |
| WADDELL & ASSOCIATES, LLC | 1,177,940 | $50,086,000 | 9.69% |
| First Pacific Financial | 382,321 | $16,256,000 | 9.34% |
| Riverpoint Wealth Management Holdings, LLC | 474,157 | $20,161,000 | 8.58% |
| MOLLER WEALTH PARTNERS | 464,305 | $19,742,000 | 7.11% |
| Charles Schwab Investment Advisory, Inc. | 86,399,960 | $3,673,726,000 | 6.72% |
| Arlington Financial Advisors, LLC | 311,016 | $13,224,000 | 6.72% |
| Shore Point Advisors, LLC | 130,323 | $5,541,000 | 5.41% |
| Clarius Group, LLC | 1,063,903 | $45,237,000 | 4.52% |
| JANICZEK WEALTH MANAGEMENT, LLC | 232,322 | $10,152,000 | 3.31% |