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 | $971,668 | -2.5% | 20,039 | +1.5% | 0.02% | -6.2% |
| Q2 2023 | $996,288 | +12.0% | 19,748 | +8.0% | 0.02% | +6.7% |
| Q1 2023 | $889,666 | +34.8% | 18,280 | +29.4% | 0.02% | +25.0% |
| Q4 2022 | $660,143 | +21.6% | 14,130 | +10.6% | 0.01% | -14.3% |
| Q3 2022 | $543,000 | +1031.2% | 12,777 | +891.2% | 0.01% | +600.0% |
| Q1 2019 | $48,000 | – | 1,289 | – | 0.00% | – |
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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% |