SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
---|---|---|---|
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% |