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 | $1,537,582 | -2.8% | 31,709 | +1.1% | 0.02% | -4.3% |
| Q2 2023 | $1,581,536 | +7.7% | 31,349 | -0.2% | 0.02% | -14.8% |
| Q1 2023 | $1,468,052 | 0.0% | 31,422 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $1,468,052 | +8.5% | 31,422 | -1.3% | 0.03% | -3.6% |
| Q3 2022 | $1,353,000 | -7.8% | 31,821 | -1.9% | 0.03% | -3.4% |
| Q2 2022 | $1,468,000 | -14.4% | 32,451 | +1.1% | 0.03% | -14.7% |
| Q1 2022 | $1,715,000 | -3.1% | 32,083 | +0.9% | 0.03% | 0.0% |
| Q4 2021 | $1,769,000 | +7.4% | 31,812 | +1.8% | 0.03% | 0.0% |
| Q3 2021 | $1,647,000 | -2.1% | 31,261 | +1.1% | 0.03% | -17.1% |
| Q2 2021 | $1,682,000 | +8.3% | 30,920 | +0.9% | 0.04% | -46.8% |
| Q1 2021 | $1,553,000 | +18.6% | 30,648 | +0.5% | 0.08% | +11.6% |
| Q4 2020 | $1,309,000 | +15.3% | 30,488 | -11.3% | 0.07% | -20.7% |
| Q3 2020 | $1,135,000 | +4.1% | 34,357 | 0.0% | 0.09% | -16.3% |
| Q2 2020 | $1,090,000 | -12.1% | 34,357 | -28.3% | 0.10% | -13.3% |
| Q1 2020 | $1,240,000 | – | 47,922 | – | 0.12% | – |
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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% |