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 | ||||
---|---|---|---|---|---|---|
Q3 2018 | $1,000 | -99.7% | 20 | -99.7% | 0.00% | -100.0% |
Q2 2018 | $287,000 | +41.4% | 7,194 | +32.4% | 0.01% | +44.4% |
Q1 2018 | $203,000 | -5.6% | 5,432 | -4.3% | 0.01% | -10.0% |
Q4 2017 | $215,000 | -56.1% | 5,676 | -58.0% | 0.01% | -56.5% |
Q3 2017 | $490,000 | +9.4% | 13,501 | +4.9% | 0.02% | 0.0% |
Q2 2017 | $448,000 | +9.8% | 12,871 | +9.6% | 0.02% | 0.0% |
Q1 2017 | $408,000 | – | 11,741 | – | 0.02% | – |
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% |