SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |