Wade Financial Advisory, Inc - SCHWAB STRATEGIC TR ownership

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
Wade Financial Advisory, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$438,786
-5.2%
9,049
-1.4%
0.19%
+2.7%
Q2 2023$463,081
+3.7%
9,1790.0%0.18%
-2.7%
Q1 2023$446,742
+4.2%
9,1790.0%0.19%
-3.1%
Q4 2022$428,843
+12.6%
9,179
+2.5%
0.19%
+1.6%
Q3 2022$381,000
-47.0%
8,951
-43.6%
0.19%
-44.0%
Q2 2022$719,000
+115.9%
15,879
+155.2%
0.34%
+138.5%
Q1 2022$333,000
-0.3%
6,222
+3.7%
0.14%
-17.8%
Q4 2021$334,000
+5.7%
6,0020.0%0.17%
-2.2%
Q3 2021$316,000
-3.1%
6,0020.0%0.18%
-0.6%
Q2 2021$326,000
+7.2%
6,0020.0%0.18%
-6.8%
Q1 2021$304,000
+16.0%
6,002
-1.8%
0.19%
+9.1%
Q4 2020$262,000
+29.7%
6,1120.0%0.18%
+10.7%
Q3 2020$202,000
-42.0%
6,112
-29.4%
0.16%
-48.2%
Q4 2019$348,0008,6580.31%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Delphi Private Advisors LLC 222,079$7,717,00015.44%
Brouwer & Janachowski, LLC 1,261,330$43,831,0008.96%
Charles Schwab Investment Advisory, Inc. 34,676,718$1,205,016,0005.75%
Riverpoint Wealth Management Holdings, LLC 210,299$7,255,0005.11%
Opes Advisors Inc 148,427$5,231,0003.24%
Ackerman Capital Advisors, LLC 213,500$7,419,0003.10%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 584,866$20,324,0002.64%
Vigilant Capital Management, LLC 279,047$9,697,0001.58%
Strategic Advisors LLC 70,435$2,448,0001.12%
Tarbox Family Office, Inc. 53,773$1,869,0000.92%
View complete list of SCHWAB STRATEGIC TR shareholders