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 | $1,467,401 | -11.8% | 30,262 | -8.2% | 0.07% | -7.5% |
| Q2 2023 | $1,663,294 | +30.0% | 32,969 | +25.4% | 0.08% | +2.6% |
| Q1 2023 | $1,279,419 | +4.6% | 26,288 | +0.4% | 0.08% | -10.3% |
| Q4 2022 | $1,223,412 | -12.7% | 26,186 | -20.6% | 0.09% | -25.0% |
| Q3 2022 | $1,402,000 | -19.1% | 32,981 | -13.8% | 0.12% | -19.4% |
| Q2 2022 | $1,732,000 | +22.2% | 38,280 | +44.5% | 0.14% | +42.6% |
| Q1 2022 | $1,417,000 | +38.9% | 26,497 | +44.4% | 0.10% | +32.9% |
| Q4 2021 | $1,020,000 | +8.2% | 18,351 | +2.5% | 0.08% | -41.1% |
| Q3 2021 | $943,000 | -21.2% | 17,907 | -18.6% | 0.13% | -39.7% |
| Q2 2021 | $1,197,000 | +25.2% | 22,006 | +16.6% | 0.21% | +15.7% |
| Q1 2021 | $956,000 | +4.6% | 18,870 | -11.4% | 0.18% | -25.4% |
| Q4 2020 | $914,000 | – | 21,293 | – | 0.25% | – |
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% |