SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 152 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |