SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $291,754 | -22.0% | 6,017 | -26.8% | 0.03% | -40.4% |
Q3 2022 | $374,000 | -7.2% | 8,216 | -8.1% | 0.05% | -17.5% |
Q2 2022 | $403,000 | -16.0% | 8,941 | -0.5% | 0.06% | -19.7% |
Q1 2022 | $480,000 | -23.8% | 8,985 | -20.7% | 0.07% | -31.1% |
Q4 2021 | $630,000 | +3.1% | 11,328 | -2.3% | 0.10% | -6.4% |
Q3 2021 | $611,000 | -16.0% | 11,596 | -13.3% | 0.11% | -34.5% |
Q2 2021 | $727,000 | -0.4% | 13,372 | -7.2% | 0.17% | -48.6% |
Q1 2021 | $730,000 | +12.3% | 14,415 | -4.8% | 0.33% | -41.3% |
Q4 2020 | $650,000 | +27.7% | 15,143 | -1.7% | 0.56% | +36.5% |
Q3 2020 | $509,000 | +2.0% | 15,402 | -2.0% | 0.41% | -21.4% |
Q2 2020 | $499,000 | +0.6% | 15,717 | -18.0% | 0.52% | -36.7% |
Q1 2020 | $496,000 | -27.5% | 19,174 | +12.8% | 0.82% | +6.9% |
Q4 2019 | $684,000 | – | 17,005 | – | 0.77% | – |
Download |
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% |