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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $623,226 | +4.0% | 12,353 | +0.3% | 0.08% | -3.8% |
| Q1 2023 | $599,184 | +4.5% | 12,311 | +0.3% | 0.08% | -1.2% |
| Q4 2022 | $573,626 | +10.3% | 12,278 | +0.5% | 0.08% | -1.2% |
| Q3 2022 | $520,000 | -5.6% | 12,219 | +0.4% | 0.08% | -2.4% |
| Q2 2022 | $551,000 | -16.5% | 12,174 | -1.4% | 0.08% | -10.8% |
| Q1 2022 | $660,000 | -3.8% | 12,345 | +0.1% | 0.09% | +3.3% |
| Q4 2021 | $686,000 | – | 12,336 | – | 0.09% | – |
Download | ||||||
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% |