SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $353 | +14.2% | 6,379 | 0.0% | 0.03% | +3.7% |
| Q3 2023 | $309 | -6.6% | 6,379 | -2.7% | 0.03% | -3.6% |
| Q2 2023 | $331 | -5.4% | 6,554 | -9.0% | 0.03% | -9.7% |
| Q1 2023 | $350 | +6.1% | 7,200 | +2.1% | 0.03% | 0.0% |
| Q4 2022 | $330 | -99.9% | 7,054 | +3.9% | 0.03% | +6.9% |
| Q3 2022 | $289,000 | +1.0% | 6,788 | +7.3% | 0.03% | +7.4% |
| Q2 2022 | $286,000 | -23.5% | 6,324 | -9.5% | 0.03% | -12.9% |
| Q1 2022 | $374,000 | -4.3% | 6,988 | -0.6% | 0.03% | +6.9% |
| Q4 2021 | $391,000 | +6.8% | 7,028 | +1.0% | 0.03% | -3.3% |
| Q3 2021 | $366,000 | +2.2% | 6,955 | +5.8% | 0.03% | 0.0% |
| Q2 2021 | $358,000 | -4.0% | 6,575 | -10.6% | 0.03% | -14.3% |
| Q1 2021 | $373,000 | – | 7,355 | – | 0.04% | – |
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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% |