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 | $987,208 | -47.1% | 20,359 | -53.6% | 0.00% | – |
| Q3 2022 | $1,867,000 | +12.9% | 43,899 | +20.1% | 0.00% | – |
| Q2 2022 | $1,654,000 | +285.5% | 36,544 | +355.3% | 0.00% | – |
| Q1 2022 | $429,000 | -67.1% | 8,027 | -65.8% | 0.00% | – |
| Q4 2021 | $1,305,000 | -27.7% | 23,458 | -31.6% | 0.00% | – |
| Q3 2021 | $1,806,000 | +17.4% | 34,285 | +21.3% | 0.00% | – |
| Q2 2021 | $1,538,000 | +268.8% | 28,269 | +191.0% | 0.00% | – |
| Q4 2020 | $417,000 | -82.0% | 9,715 | -86.2% | 0.00% | -100.0% |
| Q3 2020 | $2,321,000 | +25.7% | 70,241 | +20.7% | 0.00% | 0.0% |
| Q2 2020 | $1,846,000 | -4.4% | 58,204 | -22.0% | 0.00% | 0.0% |
| Q1 2020 | $1,931,000 | +60.4% | 74,642 | +134.1% | 0.00% | 0.0% |
| Q3 2019 | $1,204,000 | +76.0% | 31,891 | +75.6% | 0.00% | – |
| Q2 2019 | $684,000 | -9.2% | 18,161 | -10.2% | 0.00% | – |
| Q1 2019 | $753,000 | -56.0% | 20,222 | -61.2% | 0.00% | -100.0% |
| Q4 2018 | $1,712,000 | +46.8% | 52,133 | +82.0% | 0.00% | 0.0% |
| Q3 2018 | $1,166,000 | +72.7% | 28,643 | +69.4% | 0.00% | – |
| Q2 2018 | $675,000 | -8.7% | 16,905 | -14.8% | 0.00% | – |
| Q1 2018 | $739,000 | -20.2% | 19,853 | -18.8% | 0.00% | -100.0% |
| Q4 2017 | $926,000 | +99.1% | 24,444 | +79.4% | 0.00% | – |
| Q4 2016 | $465,000 | -38.7% | 13,629 | -47.3% | 0.00% | -100.0% |
| Q2 2016 | $758,000 | -30.3% | 25,843 | -26.3% | 0.00% | 0.0% |
| Q1 2015 | $1,087,000 | – | 35,046 | – | 0.00% | – |
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% |