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 | $69,680 | +5.1% | 1,437 | +9.4% | 0.01% | 0.0% |
| Q2 2023 | $66,291 | +3.7% | 1,314 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $63,952 | -34.1% | 1,314 | -36.7% | 0.01% | -35.7% |
| Q4 2022 | $96,991 | +47.0% | 2,076 | +32.9% | 0.01% | +27.3% |
| Q3 2022 | $66,000 | +1000.0% | 1,562 | +1040.1% | 0.01% | +1000.0% |
| Q2 2022 | $6,000 | -80.6% | 137 | -76.3% | 0.00% | -83.3% |
| Q1 2022 | $31,000 | +287.5% | 577 | +321.2% | 0.01% | +500.0% |
| Q4 2021 | $8,000 | +14.3% | 137 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $7,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +133.3% | 137 | +50.5% | 0.00% | +100.0% |
| Q4 2018 | $3,000 | -94.1% | 91 | -93.2% | 0.00% | -96.4% |
| Q4 2017 | $51,000 | +4.1% | 1,338 | 0.0% | 0.03% | -3.4% |
| Q3 2017 | $49,000 | – | 1,338 | – | 0.03% | – |
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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% |