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 | $19,531,808 | -3.2% | 402,801 | +0.7% | 2.08% | -5.0% |
| Q2 2023 | $20,178,055 | +0.7% | 399,961 | -2.8% | 2.19% | -3.6% |
| Q1 2023 | $20,032,671 | +26.0% | 411,602 | +21.0% | 2.27% | +14.7% |
| Q4 2022 | $15,892,752 | -3.0% | 340,170 | -11.7% | 1.98% | -20.4% |
| Q3 2022 | $16,383,000 | -2.4% | 385,305 | +3.9% | 2.49% | -5.0% |
| Q2 2022 | $16,778,000 | -15.4% | 370,777 | +0.6% | 2.62% | -10.9% |
| Q1 2022 | $19,841,000 | +0.3% | 368,720 | +3.6% | 2.94% | -1.2% |
| Q4 2021 | $19,788,000 | +10.4% | 355,829 | +4.5% | 2.98% | -4.6% |
| Q3 2021 | $17,932,000 | +2.9% | 340,399 | +6.2% | 3.12% | -7.4% |
| Q2 2021 | $17,433,000 | +10.3% | 320,510 | +2.7% | 3.37% | +3.7% |
| Q1 2021 | $15,805,000 | +24.1% | 311,980 | +5.3% | 3.25% | +7.8% |
| Q4 2020 | $12,732,000 | +37.1% | 296,294 | +5.4% | 3.01% | +13.8% |
| Q3 2020 | $9,290,000 | +8.7% | 281,093 | +4.3% | 2.65% | +6.7% |
| Q2 2020 | $8,548,000 | +229.4% | 269,487 | +168.7% | 2.48% | +162.4% |
| Q1 2020 | $2,595,000 | +14.2% | 100,310 | +77.6% | 0.95% | +31.9% |
| Q4 2019 | $2,273,000 | – | 56,489 | – | 0.72% | – |
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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% |