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 | $1,317,650 | -3.5% | 27,174 | +0.4% | 0.21% | +0.5% |
| Q2 2023 | $1,365,713 | +3.8% | 27,071 | +0.2% | 0.21% | +1.5% |
| Q1 2023 | $1,315,383 | +13.3% | 27,027 | +8.8% | 0.20% | +15.3% |
| Q4 2022 | $1,161,039 | -5.1% | 24,851 | -13.6% | 0.18% | -12.8% |
| Q3 2022 | $1,223,000 | +4.2% | 28,766 | +10.9% | 0.20% | +9.7% |
| Q2 2022 | $1,174,000 | -14.9% | 25,937 | +0.5% | 0.18% | -3.1% |
| Q1 2022 | $1,379,000 | – | 25,796 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |