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 | $269,701 | -4.5% | 5,562 | -0.6% | 0.18% | -1.6% |
Q2 2023 | $282,369 | +3.5% | 5,597 | -0.2% | 0.18% | -5.2% |
Q1 2023 | $272,893 | +4.2% | 5,607 | 0.0% | 0.19% | -9.4% |
Q4 2022 | $261,959 | -1.1% | 5,607 | -10.1% | 0.21% | -22.6% |
Q3 2022 | $265,000 | +3.5% | 6,237 | +10.4% | 0.27% | +12.8% |
Q2 2022 | $256,000 | -15.2% | 5,651 | -0.1% | 0.24% | -3.6% |
Q1 2022 | $302,000 | -12.5% | 5,656 | -8.8% | 0.25% | -12.5% |
Q4 2021 | $345,000 | – | 6,204 | – | 0.29% | – |
Download |
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% |