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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $258,000 | +4.9% | 6,410 | -1.5% | 0.06% | -3.0% |
| Q3 2019 | $246,000 | -3.1% | 6,510 | -3.4% | 0.07% | -2.9% |
| Q2 2019 | $254,000 | +1.2% | 6,740 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $251,000 | +13.6% | 6,740 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $221,000 | -11.2% | 6,740 | +10.0% | 0.07% | +6.0% |
| Q3 2018 | $249,000 | +6.4% | 6,125 | +4.3% | 0.07% | 0.0% |
| Q2 2018 | $234,000 | +10.9% | 5,875 | +3.5% | 0.07% | +9.8% |
| Q1 2018 | $211,000 | +2.9% | 5,675 | +4.8% | 0.06% | +3.4% |
| Q4 2017 | $205,000 | -16.7% | 5,416 | -24.8% | 0.06% | -20.3% |
| Q4 2016 | $246,000 | +17.7% | 7,205 | +7.5% | 0.07% | +5.7% |
| Q3 2016 | $209,000 | – | 6,705 | – | 0.07% | – |
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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% |