SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $365,505 | +3.0% | 6,409 | 0.0% | 0.01% | -27.3% |
| Q4 2023 | $354,738 | +14.1% | 6,409 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $310,772 | -3.9% | 6,409 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $323,334 | +3.7% | 6,409 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $311,926 | +4.2% | 6,409 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $299,428 | +9.7% | 6,409 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $273,000 | – | 6,409 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 314,534 | $13,374,000 | 11.02% |
| WADDELL & ASSOCIATES, LLC | 1,177,940 | $50,086,000 | 9.69% |
| First Pacific Financial | 382,321 | $16,256,000 | 9.34% |
| Riverpoint Wealth Management Holdings, LLC | 474,157 | $20,161,000 | 8.58% |
| MOLLER WEALTH PARTNERS | 464,305 | $19,742,000 | 7.11% |
| Charles Schwab Investment Advisory, Inc. | 86,399,960 | $3,673,726,000 | 6.72% |
| Arlington Financial Advisors, LLC | 311,016 | $13,224,000 | 6.72% |
| Shore Point Advisors, LLC | 130,323 | $5,541,000 | 5.41% |
| Clarius Group, LLC | 1,063,903 | $45,237,000 | 4.52% |
| JANICZEK WEALTH MANAGEMENT, LLC | 232,322 | $10,152,000 | 3.31% |