SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 48 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $491,000 | +0.2% | 12,990 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $490,000 | +1.2% | 12,990 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $484,000 | +13.3% | 12,990 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $427,000 | -19.3% | 12,990 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $529,000 | +2.1% | 12,990 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $518,000 | +7.0% | 12,990 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $484,000 | -1.6% | 12,990 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $492,000 | +4.5% | 12,990 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $471,000 | +4.4% | 12,990 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $451,000 | +16.8% | 12,990 | +16.9% | 0.00% | +50.0% |
| Q1 2017 | $386,000 | +1.8% | 11,115 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $379,000 | +9.5% | 11,115 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $346,000 | +6.1% | 11,115 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $326,000 | +2.2% | 11,115 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $319,000 | – | 11,115 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |