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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |