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 | $220,340 | -3.5% | 4,544 | +0.4% | 0.13% | -0.8% |
| Q2 2023 | $228,402 | +4.0% | 4,527 | +0.4% | 0.13% | -1.5% |
| Q1 2023 | $219,523 | +4.5% | 4,510 | +0.3% | 0.13% | +1.5% |
| Q4 2022 | $210,110 | +2.5% | 4,497 | -0.9% | 0.13% | +8.3% |
| Q2 2022 | $205,000 | -15.3% | 4,539 | +0.3% | 0.12% | -1.6% |
| Q1 2022 | $242,000 | -2.0% | 4,524 | +2.0% | 0.12% | -0.8% |
| Q4 2021 | $247,000 | +6.5% | 4,436 | +0.6% | 0.12% | +1.6% |
| Q3 2021 | $232,000 | -4.9% | 4,409 | -1.7% | 0.12% | 0.0% |
| Q2 2021 | $244,000 | +7.5% | 4,487 | +3.1% | 0.12% | +7.0% |
| Q1 2021 | $227,000 | – | 4,353 | – | 0.11% | – |
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% |