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 | $280,678 | -52.3% | 5,788 | -50.3% | 0.01% | -8.3% |
| Q2 2023 | $587,824 | +107.4% | 11,652 | +100.1% | 0.01% | -25.0% |
| Q1 2023 | $283,466 | -99.5% | 5,824 | -99.6% | 0.02% | -99.1% |
| Q4 2022 | $59,307,803 | +23814.4% | 1,333,192 | +22795.3% | 1.84% | +8652.4% |
| Q3 2022 | $248,000 | -5.7% | 5,823 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $263,000 | -12.0% | 5,823 | +4.2% | 0.02% | +4.8% |
| Q1 2022 | $299,000 | +24.6% | 5,589 | +29.3% | 0.02% | +23.5% |
| Q4 2021 | $240,000 | +56.9% | 4,321 | +21.0% | 0.02% | -5.6% |
| Q4 2020 | $153,000 | +992.9% | 3,571 | +852.3% | 0.02% | +260.0% |
| Q1 2018 | $14,000 | 0.0% | 375 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | -65.0% | 375 | -65.9% | 0.01% | -61.5% |
| Q3 2017 | $40,000 | +5.3% | 1,100 | 0.0% | 0.01% | +62.5% |
| Q2 2017 | $38,000 | 0.0% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $38,000 | 0.0% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $38,000 | -84.7% | 1,100 | -81.1% | 0.01% | -61.9% |
| Q3 2011 | $248,000 | – | 5,823 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |