SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $782,074 | -3.9% | 16,129 | +0.0% | 0.18% | +4.1% |
| Q2 2023 | $813,633 | +3.9% | 16,128 | +0.2% | 0.17% | -2.3% |
| Q1 2023 | $783,025 | -15.7% | 16,088 | -19.1% | 0.18% | -22.2% |
| Q4 2022 | $929,150 | -8.0% | 19,888 | -16.3% | 0.22% | -17.9% |
| Q3 2022 | $1,010,000 | +11.8% | 23,761 | +19.0% | 0.27% | +11.4% |
| Q2 2022 | $903,000 | -15.4% | 19,960 | +0.0% | 0.25% | -3.5% |
| Q1 2022 | $1,067,000 | +13.1% | 19,959 | +17.7% | 0.26% | +8.5% |
| Q4 2021 | $943,000 | +144.9% | 16,959 | +45.6% | 0.24% | -15.5% |
| Q3 2021 | $385,000 | -58.9% | 11,645 | -32.4% | 0.28% | +4.1% |
| Q2 2021 | $937,000 | +52.4% | 17,227 | +41.8% | 0.27% | +14.6% |
| Q1 2021 | $615,000 | +23.0% | 12,147 | +4.3% | 0.23% | -24.1% |
| Q4 2020 | $500,000 | +29.9% | 11,646 | +0.0% | 0.31% | +10.4% |
| Q3 2020 | $385,000 | +4.3% | 11,645 | +0.0% | 0.28% | -8.3% |
| Q2 2020 | $369,000 | -34.2% | 11,644 | -46.3% | 0.30% | -46.8% |
| Q1 2020 | $561,000 | -43.4% | 21,670 | -12.1% | 0.57% | -37.6% |
| Q4 2019 | $992,000 | – | 24,656 | – | 0.91% | – |
Download | ||||||
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% |