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 | $475,736 | -93.1% | 9,811 | -92.8% | 0.00% | -92.6% |
| Q2 2023 | $6,892,824 | +3.8% | 136,621 | +0.1% | 0.03% | +68.8% |
| Q1 2023 | $6,640,098 | +24.9% | 136,502 | +20.0% | 0.02% | -52.9% |
| Q4 2022 | $5,316,196 | +866.6% | 113,787 | +778.4% | 0.03% | +385.7% |
| Q3 2022 | $550,000 | -89.5% | 12,954 | -88.8% | 0.01% | -87.9% |
| Q2 2022 | $5,244,000 | -15.2% | 116,128 | +0.4% | 0.06% | -39.6% |
| Q1 2022 | $6,185,000 | -6.0% | 115,684 | -2.2% | 0.10% | -4.0% |
| Q4 2021 | $6,579,000 | +3018.0% | 118,299 | +2856.0% | 0.10% | +1900.0% |
| Q3 2021 | $211,000 | +1.0% | 4,002 | +4.4% | 0.01% | 0.0% |
| Q2 2021 | $209,000 | – | 3,834 | – | 0.01% | – |
Download | ||||||
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% |