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 | $348,352 | -39.1% | 7,184 | -36.6% | 0.00% | -66.7% |
| Q2 2023 | $571,649 | -3.3% | 11,331 | -6.7% | 0.00% | +200.0% |
| Q1 2023 | $591,000 | +7.1% | 12,143 | +2.8% | 0.00% | 0.0% |
| Q4 2022 | $551,903 | +105.2% | 11,813 | +98.6% | 0.00% | 0.0% |
| Q2 2022 | $269,000 | +30.6% | 5,948 | +54.5% | 0.00% | – |
| Q1 2022 | $206,000 | -17.9% | 3,851 | -14.6% | 0.00% | -100.0% |
| Q4 2021 | $251,000 | -19.0% | 4,510 | -23.4% | 0.00% | 0.0% |
| Q3 2021 | $310,000 | +10.7% | 5,891 | +14.6% | 0.00% | 0.0% |
| Q2 2021 | $280,000 | +23.9% | 5,139 | -9.3% | 0.00% | 0.0% |
| Q2 2018 | $226,000 | – | 5,667 | – | 0.00% | – |
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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% |