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 | $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% | – |
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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% |