SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $95,428 | -82.9% | 1,968 | -90.9% | 0.02% | -87.2% |
| Q1 2020 | $557,000 | -18.1% | 21,539 | +27.4% | 0.12% | -10.0% |
| Q4 2019 | $680,000 | +19.1% | 16,908 | +11.8% | 0.13% | +11.1% |
| Q3 2019 | $571,000 | +12.0% | 15,122 | +11.7% | 0.12% | +11.4% |
| Q2 2019 | $510,000 | +23.8% | 13,532 | +22.3% | 0.10% | +18.0% |
| Q1 2019 | $412,000 | +3.5% | 11,069 | -8.6% | 0.09% | -16.8% |
| Q4 2018 | $398,000 | -12.1% | 12,106 | +8.9% | 0.11% | +13.8% |
| Q3 2018 | $453,000 | +31.3% | 11,114 | +28.7% | 0.09% | +16.0% |
| Q2 2018 | $345,000 | +14.6% | 8,634 | +6.8% | 0.08% | +12.5% |
| Q1 2018 | $301,000 | – | 8,081 | – | 0.07% | – |
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% |