SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,516 | -76.8% | 155 | -75.9% | 0.00% | -77.8% |
| Q2 2023 | $32,439 | +3.7% | 643 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $31,295 | -81.9% | 643 | -82.6% | 0.01% | -83.9% |
| Q4 2022 | $172,911 | -99.9% | 3,701 | +7.2% | 0.06% | +5.7% |
| Q3 2022 | $146,779,000 | +89948.5% | 3,452 | -4.0% | 0.05% | -7.0% |
| Q2 2022 | $163,000 | -71.2% | 3,597 | -66.0% | 0.06% | -69.4% |
| Q1 2022 | $565,000 | -0.2% | 10,575 | +3.9% | 0.19% | -8.8% |
| Q4 2021 | $566,000 | +9.9% | 10,175 | +4.2% | 0.20% | -7.3% |
| Q3 2021 | $515,000 | – | 9,768 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
| First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
| WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
| Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
| MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
| Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
| Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
| Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
| Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
| JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |