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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |