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 | $464,658 | -5.3% | 9,583 | -1.4% | 0.07% | -5.1% |
| Q2 2023 | $490,405 | +5.9% | 9,721 | +2.2% | 0.08% | -1.3% |
| Q1 2023 | $463,145 | -1.1% | 9,516 | -5.0% | 0.08% | -6.0% |
| Q4 2022 | $468,135 | +11.2% | 10,020 | +1.2% | 0.08% | +13.5% |
| Q3 2022 | $421,000 | -13.7% | 9,905 | -8.1% | 0.07% | -16.9% |
| Q2 2022 | $488,000 | -10.1% | 10,779 | -1.2% | 0.09% | -13.6% |
| Q1 2022 | $543,000 | -17.4% | 10,913 | -7.7% | 0.10% | -30.4% |
| Q4 2021 | $657,000 | +14.5% | 11,819 | +8.4% | 0.15% | -3.9% |
| Q3 2021 | $574,000 | – | 10,903 | – | 0.15% | – |
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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% |