SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,127,000 | +111.2% | 159,538 | +228.6% | 1.55% | +128.0% |
| Q4 2019 | $1,954,000 | +20.2% | 48,555 | +12.9% | 0.68% | +6.9% |
| Q3 2019 | $1,625,000 | +19.0% | 43,025 | +18.7% | 0.63% | +6.9% |
| Q2 2019 | $1,366,000 | +14.9% | 36,242 | +13.5% | 0.59% | +2.2% |
| Q1 2019 | $1,189,000 | +30.1% | 31,934 | +14.8% | 0.58% | +16.2% |
| Q4 2018 | $914,000 | +262.7% | 27,817 | +349.3% | 0.50% | +158.5% |
| Q3 2018 | $252,000 | +5.0% | 6,191 | +2.9% | 0.19% | -11.9% |
| Q2 2018 | $240,000 | – | 6,018 | – | 0.22% | – |
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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% |