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 | $7,451,832 | -2.4% | 153,678 | +1.6% | 0.11% | -6.7% |
| Q2 2023 | $7,631,981 | +3.4% | 151,278 | -0.2% | 0.12% | -13.1% |
| Q1 2023 | $7,379,837 | +5.1% | 151,630 | +0.9% | 0.14% | -20.3% |
| Q4 2022 | $7,021,444 | +2.1% | 150,288 | -7.1% | 0.17% | -19.6% |
| Q3 2022 | $6,880,000 | -4.9% | 161,804 | +1.2% | 0.21% | -2.3% |
| Q2 2022 | $7,235,000 | -15.5% | 159,881 | -0.2% | 0.22% | -21.8% |
| Q1 2022 | $8,563,000 | -5.4% | 160,178 | -1.6% | 0.28% | -4.4% |
| Q4 2021 | $9,055,000 | +4.9% | 162,838 | -0.6% | 0.29% | -7.0% |
| Q3 2021 | $8,628,000 | +4.8% | 163,773 | +8.2% | 0.32% | -5.1% |
| Q2 2021 | $8,230,000 | +7.2% | 151,309 | -0.1% | 0.33% | -19.2% |
| Q1 2021 | $7,675,000 | +15.7% | 151,508 | -2.0% | 0.41% | +6.5% |
| Q4 2020 | $6,634,000 | +23.3% | 154,566 | -5.0% | 0.39% | +4.9% |
| Q3 2020 | $5,380,000 | -5.2% | 162,774 | -9.0% | 0.37% | -14.4% |
| Q2 2020 | $5,675,000 | +37.5% | 178,899 | +12.1% | 0.43% | +9.7% |
| Q1 2020 | $4,127,000 | – | 159,538 | – | 0.39% | – |
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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% |