SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 148 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +5.7% | 3,957 | -1.8% | 0.04% | -10.4% |
| Q3 2021 | $212,000 | -3.6% | 4,028 | -0.4% | 0.05% | -4.0% |
| Q2 2021 | $220,000 | -9.1% | 4,046 | -28.2% | 0.05% | -19.4% |
| Q1 2021 | $242,000 | +0.4% | 5,635 | -26.8% | 0.06% | -3.1% |
| Q2 2020 | $241,000 | +12.1% | 7,701 | -8.2% | 0.06% | -5.9% |
| Q1 2020 | $215,000 | -2.3% | 8,386 | +49.7% | 0.07% | +28.3% |
| Q4 2019 | $220,000 | +5.8% | 5,602 | +0.6% | 0.05% | +3.9% |
| Q3 2019 | $208,000 | -2.8% | 5,567 | -2.1% | 0.05% | -1.9% |
| Q2 2019 | $214,000 | 0.0% | 5,685 | +0.4% | 0.05% | -8.8% |
| Q1 2019 | $214,000 | -34.8% | 5,661 | -34.7% | 0.06% | -41.8% |
| Q3 2018 | $328,000 | +12.7% | 8,667 | +10.8% | 0.10% | +1.0% |
| Q2 2018 | $291,000 | 0.0% | 7,819 | 0.0% | 0.10% | +1.0% |
| Q1 2018 | $291,000 | +16.4% | 7,819 | +18.5% | 0.10% | +11.6% |
| Q4 2017 | $250,000 | – | 6,596 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |