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 | $77,099 | -6.0% | 1,590 | -2.2% | 0.03% | -5.9% |
| Q2 2023 | $81,981 | +96348.2% | 1,625 | -6.4% | 0.03% | -12.8% |
| Q1 2023 | $85 | +2.4% | 1,737 | -1.7% | 0.04% | -2.5% |
| Q4 2022 | $83 | -100.0% | 1,767 | -78.9% | 0.04% | -85.9% |
| Q3 2022 | $355,000 | -68.5% | 8,357 | -66.4% | 0.28% | -39.2% |
| Q2 2022 | $1,127,000 | +26.5% | 24,908 | +49.5% | 0.47% | +35.8% |
| Q1 2022 | $891,000 | +4.7% | 16,665 | +8.9% | 0.34% | -7.3% |
| Q4 2021 | $851,000 | +9.7% | 15,310 | +3.9% | 0.37% | +3.9% |
| Q3 2021 | $776,000 | -5.6% | 14,733 | -2.6% | 0.36% | -9.8% |
| Q2 2021 | $822,000 | +47.8% | 15,121 | +37.7% | 0.40% | +57.1% |
| Q1 2021 | $556,000 | +21.4% | 10,979 | +2.8% | 0.25% | +20.0% |
| Q4 2020 | $458,000 | +67.8% | 10,682 | +29.2% | 0.21% | +37.3% |
| Q3 2020 | $273,000 | +28.8% | 8,266 | +23.9% | 0.15% | +16.8% |
| Q2 2020 | $212,000 | +135.6% | 6,669 | +198.5% | 0.13% | +122.0% |
| Q4 2019 | $90,000 | – | 2,234 | – | 0.06% | – |
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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% |