SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,000 | 0.0% | 102 | -47.2% | 0.00% | -100.0% |
| Q1 2020 | $5,000 | -37.5% | 193 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +100.0% | 193 | +73.9% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | -20.0% | 111 | -10.5% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | – | 124 | +853.8% | 0.00% | – |
| Q1 2019 | $0 | – | 13 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 13 | – | 0.00% | – |
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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% |