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 | $888,143 | -23.1% | 18,316 | -20.0% | 0.09% | -18.8% |
| Q2 2023 | $1,154,448 | +3.8% | 22,883 | +0.1% | 0.11% | -0.9% |
| Q1 2023 | $1,112,451 | +2.1% | 22,857 | -2.0% | 0.11% | -5.0% |
| Q4 2022 | $1,090,024 | -75.5% | 23,331 | -77.7% | 0.12% | -71.4% |
| Q3 2022 | $4,441,000 | -9.8% | 104,444 | -4.0% | 0.42% | -4.1% |
| Q2 2022 | $4,924,000 | -6.7% | 108,817 | +10.3% | 0.43% | +16.0% |
| Q1 2022 | $5,275,000 | +0.7% | 98,658 | +4.8% | 0.37% | +5.6% |
| Q4 2021 | $5,236,000 | – | 94,157 | – | 0.35% | – |
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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% |