SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 138 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 314,534 | $13,374,000 | 11.02% |
| WADDELL & ASSOCIATES, LLC | 1,177,940 | $50,086,000 | 9.69% |
| First Pacific Financial | 382,321 | $16,256,000 | 9.34% |
| Riverpoint Wealth Management Holdings, LLC | 474,157 | $20,161,000 | 8.58% |
| MOLLER WEALTH PARTNERS | 464,305 | $19,742,000 | 7.11% |
| Charles Schwab Investment Advisory, Inc. | 86,399,960 | $3,673,726,000 | 6.72% |
| Arlington Financial Advisors, LLC | 311,016 | $13,224,000 | 6.72% |
| Shore Point Advisors, LLC | 130,323 | $5,541,000 | 5.41% |
| Clarius Group, LLC | 1,063,903 | $45,237,000 | 4.52% |
| JANICZEK WEALTH MANAGEMENT, LLC | 232,322 | $10,152,000 | 3.31% |