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 | $1,622,922 | +38.6% | 33,469 | +44.2% | 0.00% | 0.0% |
| Q2 2023 | $1,170,860 | +12.4% | 23,208 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $1,042,016 | +6.7% | 21,409 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $976,767 | +89.7% | 20,896 | +72.6% | 0.00% | +100.0% |
| Q3 2022 | $515,000 | -19.4% | 12,109 | -14.3% | 0.00% | 0.0% |
| Q2 2022 | $639,000 | +54.3% | 14,130 | +82.4% | 0.00% | 0.0% |
| Q1 2022 | $414,000 | -26.9% | 7,746 | -24.0% | 0.00% | 0.0% |
| Q4 2021 | $566,000 | -12.7% | 10,187 | -17.3% | 0.00% | 0.0% |
| Q3 2021 | $648,000 | -8.2% | 12,325 | -4.8% | 0.00% | -50.0% |
| Q2 2021 | $706,000 | +20.1% | 12,950 | +11.4% | 0.00% | +100.0% |
| Q1 2021 | $588,000 | +15.7% | 11,621 | -2.0% | 0.00% | 0.0% |
| Q4 2020 | $508,000 | +32.3% | 11,854 | +1.8% | 0.00% | 0.0% |
| Q3 2020 | $384,000 | +14.3% | 11,645 | +9.8% | 0.00% | 0.0% |
| Q2 2020 | $336,000 | +18.3% | 10,602 | -81.6% | 0.00% | 0.0% |
| Q1 2020 | $284,000 | – | 57,767 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |