BELLEVUE ASSET MANAGEMENT, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$2,000
-33.3%
40
-47.4%
0.00%
-50.0%
Q3 2020$3,000
+50.0%
76
+1.3%
0.00%0.0%
Q2 2020$2,0000.0%75
+41.5%
0.00%0.0%
Q1 2020$2,0000.0%530.0%0.00%0.0%
Q4 2019$2,000530.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 309,478$16,545,00011.57%
First Pacific Financial 394,415$21,085,00010.84%
Riverpoint Wealth Management Holdings, LLC 458,049$24,487,0008.48%
MOLLER WEALTH PARTNERS 435,013$23,256,0007.23%
Arlington Financial Advisors, LLC 321,074$17,165,0006.50%
WADDELL & ASSOCIATES, LLC 743,049$39,723,0006.38%
Shore Point Advisors, LLC 132,452$7,081,0006.15%
Charles Schwab Investment Advisory, Inc. 63,329,905$3,385,617,0005.38%
Clarius Group, LLC 1,015,419$56,467,0004.47%
Rainsberger Wealth Advisors, Inc. 113,233$6,053,0003.88%
View complete list of SCHWAB STRATEGIC TR shareholders