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 | $421 | -3.7% | 8,674 | +0.0% | 0.08% | -1.3% |
| Q2 2023 | $437 | +2.6% | 8,672 | -0.9% | 0.08% | -2.6% |
| Q1 2023 | $426 | +4.2% | 8,747 | +0.0% | 0.08% | -1.3% |
| Q4 2022 | $409 | -99.9% | 8,744 | -8.2% | 0.08% | -10.2% |
| Q3 2022 | $405,000 | -6.0% | 9,528 | +0.0% | 0.09% | +1.1% |
| Q2 2022 | $431,000 | -14.1% | 9,525 | +1.4% | 0.09% | -11.2% |
| Q1 2022 | $502,000 | -3.8% | 9,393 | +0.0% | 0.10% | -9.3% |
| Q4 2021 | $522,000 | +23.1% | 9,389 | +16.7% | 0.11% | +12.5% |
| Q3 2021 | $424,000 | -3.0% | 8,047 | +0.1% | 0.10% | -3.0% |
| Q2 2021 | $437,000 | -1.1% | 8,040 | -7.8% | 0.10% | -6.6% |
| Q1 2021 | $442,000 | +15.7% | 8,724 | -2.0% | 0.11% | +9.3% |
| Q4 2020 | $382,000 | +24.8% | 8,899 | -3.9% | 0.10% | +9.0% |
| Q3 2020 | $306,000 | +4.1% | 9,258 | 0.0% | 0.09% | -1.1% |
| Q2 2020 | $294,000 | +23.5% | 9,258 | +0.5% | 0.09% | +7.1% |
| Q1 2020 | $238,000 | – | 9,209 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |