SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 35 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,432,000 | +9.6% | 43,613 | +35.9% | 0.86% | +15.6% |
| Q3 2018 | $1,307,000 | +4.4% | 32,090 | +2.3% | 0.74% | +17.2% |
| Q2 2018 | $1,252,000 | +14.4% | 31,365 | +6.8% | 0.63% | +9.5% |
| Q1 2018 | $1,094,000 | +5.1% | 29,371 | +6.9% | 0.58% | +8.8% |
| Q4 2017 | $1,041,000 | +16.7% | 27,480 | +11.8% | 0.53% | +9.5% |
| Q3 2017 | $892,000 | +19.3% | 24,581 | +14.3% | 0.49% | +10.5% |
| Q2 2017 | $748,000 | +14.9% | 21,514 | +14.7% | 0.44% | +6.0% |
| Q1 2017 | $651,000 | +16.5% | 18,759 | +14.3% | 0.42% | +2.2% |
| Q4 2016 | $559,000 | +41.5% | 16,406 | +29.3% | 0.41% | +15.3% |
| Q3 2016 | $395,000 | +8.5% | 12,690 | +2.4% | 0.35% | +26.2% |
| Q2 2016 | $364,000 | -0.3% | 12,390 | -2.5% | 0.28% | +11.2% |
| Q1 2016 | $365,000 | -1.6% | 12,713 | -4.1% | 0.25% | -4.9% |
| Q4 2015 | $371,000 | +25.8% | 13,258 | +22.2% | 0.26% | +2.7% |
| Q3 2015 | $295,000 | -3.0% | 10,845 | +8.5% | 0.26% | +14.7% |
| Q2 2015 | $304,000 | -2.6% | 9,997 | -0.4% | 0.22% | -14.8% |
| Q1 2015 | $312,000 | -55.9% | 10,039 | -57.6% | 0.26% | -43.6% |
| Q4 2014 | $707,000 | – | 23,689 | – | 0.47% | – |
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% |