SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $3,618,000 | -0.1% | 96,003 | -1.3% | 18.48% | -3.6% |
| Q1 2019 | $3,623,000 | +6.8% | 97,287 | -5.8% | 19.17% | +1.8% |
| Q4 2018 | $3,391,000 | -49.8% | 103,251 | -37.8% | 18.84% | -18.2% |
| Q3 2018 | $6,755,000 | -4.4% | 165,885 | -6.3% | 23.02% | -2.1% |
| Q2 2018 | $7,063,000 | -3.1% | 176,981 | -9.6% | 23.52% | -18.8% |
| Q1 2018 | $7,289,000 | -11.4% | 195,739 | -9.8% | 28.98% | +43.5% |
| Q4 2017 | $8,228,000 | +3.1% | 217,095 | -1.3% | 20.20% | -13.2% |
| Q3 2017 | $7,978,000 | +3.4% | 219,897 | -1.0% | 23.28% | +50.8% |
| Q2 2017 | $7,717,000 | -40.2% | 222,079 | -40.3% | 15.44% | -34.3% |
| Q1 2017 | $12,911,000 | +7.3% | 371,980 | +5.4% | 23.50% | +10.9% |
| Q4 2016 | $12,037,000 | -26.8% | 352,979 | -33.2% | 21.18% | -26.0% |
| Q3 2016 | $16,455,000 | +7.1% | 528,409 | +0.9% | 28.62% | +1.6% |
| Q2 2016 | $15,367,000 | +3.1% | 523,581 | +0.8% | 28.18% | +5.8% |
| Q1 2016 | $14,903,000 | +16.8% | 519,263 | +13.9% | 26.63% | +21.8% |
| Q4 2015 | $12,756,000 | – | 456,061 | – | 21.86% | – |
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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% |