SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,509 | -4.9% | 3,537 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $180,359 | +3.7% | 3,575 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $173,995 | +0.9% | 3,575 | -3.1% | 0.01% | -14.3% |
| Q4 2022 | $172,397 | -5.8% | 3,690 | -14.4% | 0.01% | -12.5% |
| Q3 2022 | $183,000 | +16.6% | 4,312 | +23.9% | 0.01% | +14.3% |
| Q2 2022 | $157,000 | -16.5% | 3,479 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $188,000 | +9300.0% | 3,479 | +8385.4% | 0.01% | – |
| Q4 2021 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | -50.0% | 41 | -41.4% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 70 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 70 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | – | 70 | +191.7% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 24 | -94.9% | 0.00% | -100.0% |
| Q1 2020 | $12,000 | -97.3% | 471 | -95.8% | 0.00% | -97.1% |
| Q4 2019 | $450,000 | +6.6% | 11,175 | 0.0% | 0.03% | -5.6% |
| Q3 2019 | $422,000 | +2121.1% | 11,175 | +2144.0% | 0.04% | +1700.0% |
| Q2 2019 | $19,000 | 0.0% | 498 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +18.8% | 498 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | +1500.0% | 498 | +1744.4% | 0.00% | – |
| Q3 2018 | $1,000 | – | 27 | – | 0.00% | – |
Download | ||||||
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% |