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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,301 | +4.0% | 85 | 0.0% | 0.00% | – |
| Q1 2023 | $4,134 | -47.2% | 85 | -49.4% | 0.00% | -100.0% |
| Q4 2022 | $7,834 | +161.1% | 168 | +136.6% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 71 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | -33.3% | 71 | -37.2% | 0.00% | -100.0% |
| Q4 2021 | $6,000 | -71.4% | 113 | -71.6% | 0.00% | -50.0% |
| Q3 2021 | $21,000 | -12.5% | 398 | -28.9% | 0.00% | -33.3% |
| Q4 2020 | $24,000 | -89.4% | 560 | -92.1% | 0.00% | -92.3% |
| Q2 2020 | $226,000 | +653.3% | 7,121 | +840.7% | 0.04% | +680.0% |
| Q4 2019 | $30,000 | +328.6% | 757 | +330.1% | 0.01% | +400.0% |
| Q2 2019 | $7,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 176 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $7,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | – | 176 | – | 0.00% | – |
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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% |