SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $899 | -57.0% | 17,829 | -58.5% | 0.04% | -54.1% |
| Q1 2023 | $2,091 | -99.7% | 42,969 | +176.2% | 0.08% | +136.1% |
| Q3 2022 | $662,000 | -81.2% | 15,560 | -80.1% | 0.04% | -81.0% |
| Q2 2022 | $3,530,000 | +49.3% | 78,020 | +76.4% | 0.19% | +130.5% |
| Q1 2022 | $2,364,000 | +62.8% | 44,228 | +60.5% | 0.08% | +41.4% |
| Q3 2021 | $1,452,000 | -40.7% | 27,564 | -38.8% | 0.06% | -52.5% |
| Q2 2021 | $2,448,000 | +816.9% | 45,008 | +456.8% | 0.12% | +510.0% |
| Q3 2020 | $267,000 | -65.5% | 8,084 | -66.9% | 0.02% | -67.2% |
| Q2 2020 | $774,000 | – | 24,393 | – | 0.06% | – |
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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% |