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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $11,000 | -26.7% | 325 | -30.9% | 0.00% | -33.3% |
| Q2 2020 | $15,000 | -6.2% | 470 | -21.7% | 0.01% | -14.3% |
| Q1 2020 | $16,000 | -23.8% | 600 | +13.2% | 0.01% | -12.5% |
| Q4 2019 | $21,000 | +90.9% | 530 | +75.5% | 0.01% | +60.0% |
| Q3 2019 | $11,000 | 0.0% | 302 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 302 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $11,000 | +10.0% | 302 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $10,000 | -16.7% | 302 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $12,000 | +33.3% | 302 | +31.3% | 0.01% | -30.0% |
| Q2 2018 | $9,000 | -18.2% | 230 | -24.1% | 0.01% | +25.0% |
| Q1 2018 | $11,000 | -8.3% | 303 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $12,000 | +33.3% | 303 | +22.2% | 0.01% | +12.5% |
| Q3 2017 | $9,000 | 0.0% | 248 | +0.4% | 0.01% | -11.1% |
| Q2 2017 | $9,000 | +12.5% | 247 | +0.4% | 0.01% | +12.5% |
| Q1 2017 | $8,000 | +300.0% | 246 | +237.0% | 0.01% | +166.7% |
| Q4 2016 | $2,000 | – | 73 | – | 0.00% | – |
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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% |