ATLAS CAPITAL ADVISORS LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$10,326
-3.9%
2120.0%0.00%0.0%
Q2 2023$10,743
+3.7%
2120.0%0.00%0.0%
Q1 2023$10,364
+4.2%
2120.0%0.00%0.0%
Q4 2022$9,949
-99.9%
2120.0%0.00%0.0%
Q3 2022$9,054,000
-6.0%
2120.0%0.00%0.0%
Q2 2022$9,636,000
-15.4%
2120.0%0.00%0.0%
Q1 2022$11,385,000
-3.9%
2120.0%0.00%0.0%
Q4 2021$11,842,000
+5.6%
2120.0%0.00%0.0%
Q3 2021$11,218,000
-3.1%
2120.0%0.00%0.0%
Q2 2021$11,582,000
+7.4%
2120.0%0.00%0.0%
Q1 2021$10,788,000
+18.0%
2120.0%0.00%0.0%
Q4 2020$9,140,000
+35.3%
212
-0.5%
0.00%0.0%
Q2 2020$6,755,000
+22.6%
2130.0%0.00%0.0%
Q1 2020$5,509,000
-35.7%
213
+0.5%
0.00%0.0%
Q4 2019$8,569,000
+6.6%
2120.0%0.00%0.0%
Q3 2019$8,041,000
+0.2%
2120.0%0.00%
-33.3%
Q2 2019$8,026,000–212–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Prairiewood Capital, LLC 455,135$22,069,48114.32%
First Pacific Financial 412,068$19,981,1708.91%
WADDELL & ASSOCIATES, LLC 1,245,374$60,388,1948.83%
Riverpoint Wealth Management Holdings, LLC 498,793$24,186,4837.98%
MOLLER WEALTH PARTNERS 512,926$24,871,7647.90%
Charles Schwab Investment Advisory, Inc. 92,295,729$4,475,419,9177.06%
Arlington Financial Advisors, LLC 365,491$17,722,6426.28%
Shore Point Advisors, LLC 145,601$7,060,1705.11%
Clarius Group, LLC 1,098,625$53,272,3075.08%
JANICZEK WEALTH MANAGEMENT, LLC 325,841$15,800,0254.16%
View complete list of SCHWAB STRATEGIC TR shareholders