SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $593 | -2.1% | 12,231 | +1.8% | 0.25% | +3.3% |
Q2 2023 | $606 | +5.0% | 12,018 | +1.4% | 0.24% | 0.0% |
Q1 2023 | $577 | +3.2% | 11,847 | -1.0% | 0.24% | -2.4% |
Q4 2022 | $559 | -99.9% | 11,971 | +2.7% | 0.25% | +6.9% |
Q3 2022 | $496,000 | -3.5% | 11,658 | +12.3% | 0.23% | +11.5% |
Q2 2022 | $514,000 | -3.4% | 10,383 | +4.4% | 0.21% | +7.2% |
Q1 2022 | $532,000 | -5.0% | 9,950 | -1.2% | 0.19% | -3.0% |
Q4 2021 | $560,000 | +2.9% | 10,073 | -2.5% | 0.20% | -1.0% |
Q3 2021 | $544,000 | -4.9% | 10,332 | -1.8% | 0.20% | -5.2% |
Q2 2021 | $572,000 | -1.4% | 10,525 | -8.1% | 0.21% | +6.0% |
Q1 2021 | $580,000 | +25.3% | 11,449 | +6.1% | 0.20% | +11.0% |
Q4 2020 | $463,000 | +45.1% | 10,790 | +11.7% | 0.18% | +25.7% |
Q3 2020 | $319,000 | – | 9,663 | – | 0.14% | – |
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% |