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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,451 | -20.0% | 20,611 | -16.7% | 0.04% | -22.0% |
| Q2 2023 | $1,248,757 | +15.6% | 24,752 | +11.5% | 0.05% | +6.4% |
| Q1 2023 | $1,080,047 | +2.2% | 22,191 | -1.8% | 0.05% | -6.0% |
| Q4 2022 | $1,056,282 | +25.9% | 22,609 | +14.5% | 0.05% | +13.6% |
| Q3 2022 | $839,000 | -9.1% | 19,742 | -3.2% | 0.04% | -8.3% |
| Q2 2022 | $923,000 | +22.4% | 20,395 | +44.5% | 0.05% | +26.3% |
| Q1 2022 | $754,000 | +61.1% | 14,113 | +67.6% | 0.04% | +65.2% |
| Q4 2021 | $468,000 | +44.9% | 8,422 | +37.3% | 0.02% | +27.8% |
| Q3 2021 | $323,000 | -1.5% | 6,134 | +1.6% | 0.02% | -10.0% |
| Q2 2021 | $328,000 | +1.9% | 6,037 | -24.5% | 0.02% | -42.9% |
| Q4 2019 | $322,000 | -36.1% | 7,996 | -40.1% | 0.04% | -42.6% |
| Q3 2019 | $504,000 | +130.1% | 13,344 | +129.4% | 0.06% | +110.3% |
| Q2 2019 | $219,000 | +6.3% | 5,818 | +4.9% | 0.03% | -3.3% |
| Q1 2019 | $206,000 | -8.0% | 5,545 | +0.8% | 0.03% | -25.0% |
| Q3 2018 | $224,000 | -40.4% | 5,503 | -41.7% | 0.04% | -42.9% |
| Q2 2018 | $376,000 | – | 9,432 | – | 0.07% | – |
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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% |