SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $132,039 | +18.9% | 2,723 | +23.7% | 0.01% | +20.0% |
Q2 2023 | $111,042 | +3.7% | 2,201 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $107,123 | +4.2% | 2,201 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $102,831 | -27.6% | 2,201 | -34.3% | 0.01% | -37.5% |
Q3 2022 | $142,000 | +46.4% | 3,351 | +56.7% | 0.02% | +60.0% |
Q2 2022 | $97,000 | -26.5% | 2,138 | -13.2% | 0.01% | -16.7% |
Q1 2022 | $132,000 | +780.0% | 2,464 | +780.0% | 0.01% | +500.0% |
Q3 2021 | $15,000 | -57.1% | 280 | -56.5% | 0.00% | -50.0% |
Q2 2021 | $35,000 | +150.0% | 644 | +15.2% | 0.00% | +100.0% |
Q1 2020 | $14,000 | -36.4% | 559 | 0.0% | 0.00% | -33.3% |
Q4 2019 | $22,000 | +4.8% | 559 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $21,000 | 0.0% | 559 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $21,000 | – | 559 | – | 0.00% | – |
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% |