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 | $1,062,626 | -4.5% | 21,914 | -0.6% | 0.15% | -4.3% |
| Q2 2023 | $1,112,572 | -0.4% | 22,053 | -4.0% | 0.16% | -9.6% |
| Q1 2023 | $1,117,536 | +2.8% | 22,961 | -1.4% | 0.18% | -6.8% |
| Q4 2022 | $1,087,465 | +209.8% | 23,276 | +182.3% | 0.19% | +158.1% |
| Q3 2022 | $351,000 | -5.9% | 8,244 | +0.1% | 0.07% | -10.8% |
| Q2 2022 | $373,000 | +39.7% | 8,239 | +65.0% | 0.08% | +56.6% |
| Q1 2022 | $267,000 | -25.8% | 4,994 | -22.9% | 0.05% | -26.4% |
| Q4 2021 | $360,000 | -11.1% | 6,481 | -15.8% | 0.07% | -16.3% |
| Q3 2021 | $405,000 | +32.4% | 7,694 | +36.7% | 0.09% | +21.1% |
| Q2 2021 | $306,000 | – | 5,628 | – | 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% |