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 | $302,525 | +7.0% | 6,239 | +11.3% | 0.03% | +22.7% |
| Q2 2023 | $282,826 | +23.1% | 5,606 | +18.7% | 0.02% | +15.8% |
| Q1 2023 | $229,840 | +4.6% | 4,722 | +0.4% | 0.02% | -13.6% |
| Q4 2022 | $219,673 | -20.4% | 4,702 | -5.2% | 0.02% | -18.5% |
| Q4 2021 | $276,000 | +4.9% | 4,959 | -0.5% | 0.03% | -6.9% |
| Q3 2021 | $263,000 | -9.6% | 4,986 | -6.7% | 0.03% | -12.1% |
| Q2 2021 | $291,000 | +8.6% | 5,346 | +0.9% | 0.03% | -2.9% |
| Q1 2021 | $268,000 | +32.7% | 5,296 | +12.8% | 0.03% | 0.0% |
| Q4 2020 | $202,000 | -11.4% | 4,695 | -17.8% | 0.03% | -39.3% |
| Q4 2019 | $228,000 | +10.1% | 5,712 | +1.2% | 0.06% | -1.8% |
| Q3 2019 | $207,000 | -12.7% | 5,642 | -8.5% | 0.06% | -10.9% |
| Q2 2019 | $237,000 | -0.4% | 6,165 | +0.3% | 0.06% | -11.1% |
| Q1 2019 | $238,000 | +6.7% | 6,146 | +3.3% | 0.07% | +2.9% |
| Q4 2018 | $223,000 | – | 5,950 | – | 0.07% | – |
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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% |