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 | $496,538 | -3.9% | 10,240 | 0.0% | 0.49% | +0.4% |
Q2 2023 | $516,608 | +3.7% | 10,240 | 0.0% | 0.49% | -4.3% |
Q1 2023 | $498,381 | +4.2% | 10,240 | 0.0% | 0.51% | -6.9% |
Q4 2022 | $478,413 | +6.8% | 10,240 | -2.8% | 0.55% | -1.4% |
Q3 2022 | $448,000 | -6.1% | 10,540 | 0.0% | 0.56% | -5.9% |
Q2 2022 | $477,000 | -15.3% | 10,540 | 0.0% | 0.59% | +4.2% |
Q1 2022 | $563,000 | -7.1% | 10,540 | -3.2% | 0.57% | -0.2% |
Q4 2021 | $606,000 | – | 10,890 | – | 0.57% | – |
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% |