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 | $4,110,000 | +86.9% | 84,979 | +94.9% | 0.01% | +100.0% |
| Q2 2023 | $2,199,000 | -1.5% | 43,605 | -5.1% | 0.00% | -20.0% |
| Q1 2023 | $2,232,000 | +12.2% | 45,926 | +7.7% | 0.01% | 0.0% |
| Q4 2022 | $1,989,000 | +27.7% | 42,639 | +16.4% | 0.01% | +25.0% |
| Q3 2022 | $1,558,000 | +93.1% | 36,621 | +104.3% | 0.00% | +100.0% |
| Q2 2022 | $807,000 | -20.9% | 17,928 | -6.3% | 0.00% | 0.0% |
| Q1 2022 | $1,020,000 | -14.9% | 19,134 | -11.1% | 0.00% | -33.3% |
| Q4 2021 | $1,199,000 | -48.7% | 21,532 | -51.5% | 0.00% | -50.0% |
| Q3 2021 | $2,338,000 | +4.5% | 44,391 | +8.0% | 0.01% | 0.0% |
| Q2 2021 | $2,238,000 | +396.2% | 41,104 | +359.2% | 0.01% | +500.0% |
| Q1 2021 | $451,000 | +35.8% | 8,951 | +14.2% | 0.00% | 0.0% |
| Q4 2020 | $332,000 | +48.2% | 7,840 | +14.1% | 0.00% | 0.0% |
| Q3 2020 | $224,000 | -7.8% | 6,873 | -10.4% | 0.00% | 0.0% |
| Q2 2020 | $243,000 | -94.8% | 7,669 | -93.4% | 0.00% | -96.4% |
| Q4 2019 | $4,666,000 | +18.4% | 116,198 | +11.1% | 0.03% | +33.3% |
| Q3 2019 | $3,941,000 | +412.5% | 104,544 | +412.1% | 0.02% | +320.0% |
| Q2 2019 | $769,000 | +152.1% | 20,414 | +172.8% | 0.01% | +150.0% |
| Q3 2018 | $305,000 | – | 7,482 | – | 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% |