SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. 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% | – |
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% |