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 | $5,515,190 | -4.4% | 113,739 | -0.5% | 0.27% | +0.8% |
Q2 2023 | $5,767,908 | +5.9% | 114,329 | +2.2% | 0.26% | -6.0% |
Q1 2023 | $5,445,595 | -4.4% | 111,888 | -8.2% | 0.28% | -7.8% |
Q4 2022 | $5,695,871 | -3.0% | 121,915 | -11.7% | 0.31% | -13.8% |
Q3 2022 | $5,874,000 | -4.8% | 138,137 | +1.3% | 0.36% | +1.7% |
Q2 2022 | $6,171,000 | -10.1% | 136,379 | +6.2% | 0.35% | +1.2% |
Q1 2022 | $6,866,000 | +7.3% | 128,426 | +11.6% | 0.34% | +11.3% |
Q4 2021 | $6,398,000 | +25.3% | 115,045 | +22.5% | 0.31% | +12.3% |
Q2 2021 | $5,107,000 | +13.8% | 93,894 | +6.0% | 0.28% | +3.8% |
Q1 2021 | $4,489,000 | +24.3% | 88,606 | +5.3% | 0.27% | +8.1% |
Q4 2020 | $3,610,000 | +15.5% | 84,122 | -11.1% | 0.25% | +48.2% |
Q3 2020 | $3,126,000 | -1.2% | 94,587 | -5.2% | 0.17% | -39.4% |
Q2 2020 | $3,164,000 | +292.1% | 99,741 | +219.9% | 0.27% | +90.3% |
Q1 2020 | $807,000 | +233.5% | 31,178 | +418.4% | 0.14% | +242.9% |
Q4 2019 | $242,000 | – | 6,014 | – | 0.04% | – |
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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% |