SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 294 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,083,311 | -4.9% | 22,341 | -1.0% | 0.04% | -54.9% |
| Q2 2023 | $1,138,804 | +1.1% | 22,573 | -2.5% | 0.08% | -3.5% |
| Q1 2023 | $1,126,852 | +3.7% | 23,153 | -0.5% | 0.08% | -5.6% |
| Q4 2022 | $1,087,170 | +5.9% | 23,270 | -3.7% | 0.09% | -7.2% |
| Q3 2022 | $1,027,000 | -8.9% | 24,161 | -3.0% | 0.10% | -6.7% |
| Q2 2022 | $1,127,000 | -22.3% | 24,899 | -8.2% | 0.10% | -8.0% |
| Q1 2022 | $1,451,000 | -5.3% | 27,136 | -1.5% | 0.11% | +0.9% |
| Q4 2021 | $1,532,000 | – | 27,545 | – | 0.11% | – |
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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% |