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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $72,000 | -25.0% | 1,806 | -28.9% | 0.00% | -100.0% |
| Q3 2019 | $96,000 | +28.0% | 2,539 | +29.5% | 0.00% | 0.0% |
| Q2 2019 | $75,000 | -28.6% | 1,960 | -30.4% | 0.00% | 0.0% |
| Q1 2019 | $105,000 | +36.4% | 2,817 | +19.3% | 0.00% | 0.0% |
| Q4 2018 | $77,000 | -25.2% | 2,362 | -6.1% | 0.00% | 0.0% |
| Q3 2018 | $103,000 | +32.1% | 2,515 | +28.7% | 0.00% | 0.0% |
| Q2 2018 | $78,000 | -6.0% | 1,954 | -12.3% | 0.00% | 0.0% |
| Q1 2018 | $83,000 | -86.4% | 2,227 | -86.2% | 0.00% | -87.5% |
| Q4 2017 | $611,000 | +3.6% | 16,133 | -0.8% | 0.01% | -11.1% |
| Q3 2017 | $590,000 | +2.6% | 16,270 | -1.7% | 0.01% | -10.0% |
| Q2 2017 | $575,000 | -10.3% | 16,552 | -10.4% | 0.01% | -23.1% |
| Q1 2017 | $641,000 | -40.9% | 18,470 | -42.0% | 0.01% | -48.0% |
| Q4 2016 | $1,085,000 | +9.4% | 31,839 | 0.0% | 0.02% | +4.2% |
| Q3 2016 | $992,000 | +6.9% | 31,839 | +0.6% | 0.02% | 0.0% |
| Q2 2016 | $928,000 | – | 31,653 | – | 0.02% | – |
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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% |