SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $421,039 | -3.9% | 8,683 | 0.0% | 0.40% | 0.0% |
Q2 2023 | $438,058 | +3.7% | 8,683 | 0.0% | 0.40% | -0.5% |
Q1 2023 | $422,602 | +4.2% | 8,683 | 0.0% | 0.40% | -1.7% |
Q4 2022 | $405,670 | +1.7% | 8,683 | -7.5% | 0.41% | +6.8% |
Q3 2022 | $399,000 | -27.2% | 9,391 | -22.4% | 0.38% | -31.8% |
Q2 2022 | $548,000 | -15.3% | 12,109 | 0.0% | 0.56% | -5.1% |
Q1 2022 | $647,000 | -9.1% | 12,109 | -5.4% | 0.59% | -6.5% |
Q4 2021 | $712,000 | +5.5% | 12,806 | 0.0% | 0.63% | +5.4% |
Q3 2021 | $675,000 | -3.2% | 12,806 | 0.0% | 0.60% | -2.3% |
Q2 2021 | $697,000 | – | 12,806 | – | 0.61% | – |
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% |