SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,443,342 | +1.9% | 339,108 | +6.0% | 3.68% | +2.8% |
| Q2 2023 | $16,140,836 | +16.2% | 319,937 | +12.1% | 3.58% | +10.2% |
| Q1 2023 | $13,886,922 | +20.8% | 285,328 | +15.9% | 3.25% | +13.5% |
| Q4 2022 | $11,499,039 | +102.8% | 246,127 | +84.6% | 2.86% | +62.6% |
| Q3 2022 | $5,669,000 | +24.2% | 133,333 | +32.2% | 1.76% | +25.7% |
| Q2 2022 | $4,565,000 | +61.9% | 100,883 | +98.9% | 1.40% | +81.0% |
| Q4 2021 | $2,820,000 | +22.9% | 50,714 | +16.4% | 0.77% | +14.0% |
| Q3 2021 | $2,294,000 | – | 43,555 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 383,983 | $20,228,000 | 10.72% |
| Prairiewood Capital, LLC | 229,322 | $12,081,000 | 9.91% |
| Riverpoint Wealth Management Holdings, LLC | 438,059 | $23,077,000 | 8.10% |
| MOLLER WEALTH PARTNERS | 414,036 | $21,811,000 | 7.21% |
| Arlington Financial Advisors, LLC | 318,540 | $16,781,000 | 6.57% |
| WADDELL & ASSOCIATES, LLC | 717,618 | $37,804,000 | 6.44% |
| Charles Schwab Investment Advisory, Inc. | 60,744,644 | $3,200,028,000 | 5.35% |
| Clarius Group, LLC | 973,916 | $51,306,000 | 4.60% |
| JANICZEK WEALTH MANAGEMENT, LLC | 241,749 | $12,735,000 | 4.50% |
| Resonant Capital Advisors, LLC | 340,399 | $17,932,000 | 3.12% |