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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215 | +35.2% | 4,447 | +30.6% | 0.00% | 0.0% |
| Q4 2022 | $159 | -99.8% | 3,406 | +74.5% | 0.00% | – |
| Q3 2022 | $82,000 | +6.5% | 1,952 | +12.2% | 0.00% | – |
| Q2 2022 | $77,000 | -78.8% | 1,740 | -74.4% | 0.00% | -100.0% |
| Q1 2022 | $363,000 | +81.5% | 6,807 | +88.7% | 0.00% | +100.0% |
| Q4 2021 | $200,000 | +15.6% | 3,607 | +9.3% | 0.00% | 0.0% |
| Q3 2021 | $173,000 | +6.1% | 3,301 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $163,000 | +7.9% | 3,012 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $151,000 | +319.4% | 3,008 | +250.6% | 0.00% | – |
| Q4 2020 | $36,000 | +28.6% | 858 | 0.0% | 0.00% | – |
| Q3 2020 | $28,000 | +3.7% | 858 | 0.0% | 0.00% | – |
| Q2 2020 | $27,000 | +22.7% | 858 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | -37.1% | 858 | 0.0% | 0.00% | – |
| Q4 2019 | $35,000 | +9.4% | 858 | 0.0% | 0.00% | – |
| Q3 2019 | $32,000 | 0.0% | 858 | 0.0% | 0.00% | – |
| Q2 2019 | $32,000 | – | 858 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |