SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $260,000 | -3.3% | 6,911 | +0.4% | 0.11% | -3.5% |
| Q1 2019 | $269,000 | +2.3% | 6,885 | +0.2% | 0.11% | -16.2% |
| Q4 2018 | $263,000 | +12.9% | 6,871 | +8.5% | 0.14% | +4.6% |
| Q3 2018 | $233,000 | -13.1% | 6,333 | -5.8% | 0.13% | -16.7% |
| Q2 2018 | $268,000 | +9.8% | 6,720 | +2.5% | 0.16% | -1.9% |
| Q1 2018 | $244,000 | -1.6% | 6,558 | +0.2% | 0.16% | -0.6% |
| Q4 2017 | $248,000 | – | 6,545 | – | 0.16% | – |
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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% |