SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 143 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,757,000 | +1.0% | 118,205 | -5.3% | 1.41% | -13.5% |
| Q3 2019 | $4,712,000 | +1.7% | 124,780 | +1.6% | 1.63% | +6969.6% |
| Q2 2019 | $4,631,000 | -0.7% | 122,871 | -1.9% | 0.02% | -8.0% |
| Q1 2019 | $4,665,000 | +17.7% | 125,256 | +3.8% | 0.02% | -91.9% |
| Q4 2018 | $3,962,000 | -23.5% | 120,658 | -11.7% | 0.31% | -85.2% |
| Q1 2018 | $5,177,000 | -13.8% | 136,601 | -17.5% | 2.08% | -18.7% |
| Q4 2017 | $6,008,000 | -19.0% | 165,597 | -22.4% | 2.55% | -17.8% |
| Q2 2017 | $7,419,000 | – | 213,500 | – | 3.10% | – |
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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% |