SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,953 | -4.0% | 5,938 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $299,862 | +30.3% | 5,944 | +25.7% | 0.02% | +15.4% |
| Q1 2023 | $230,056 | +7.2% | 4,727 | +2.9% | 0.01% | 0.0% |
| Q4 2022 | $214,615 | +7.3% | 4,594 | +4.1% | 0.01% | +8.3% |
| Q2 2022 | $200,000 | -23.7% | 4,412 | -10.0% | 0.01% | 0.0% |
| Q1 2022 | $262,000 | -4.4% | 4,904 | -0.6% | 0.01% | -7.7% |
| Q4 2021 | $274,000 | +6.2% | 4,933 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $258,000 | -3.7% | 4,901 | -0.7% | 0.01% | -7.1% |
| Q2 2021 | $268,000 | – | 4,934 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
| First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
| WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
| Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
| MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
| Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
| Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
| Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
| Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
| JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |