SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |