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 | $1,011,540 | -7.6% | 20,860 | -3.8% | 0.00% | – |
| Q2 2023 | $1,094,462 | +113.6% | 21,694 | +105.9% | 0.00% | – |
| Q1 2023 | $512,495 | +103854.4% | 10,537 | -0.2% | 0.00% | – |
| Q4 2022 | $493 | -99.6% | 10,563 | +258.1% | 0.00% | – |
| Q3 2022 | $125,000 | -9.4% | 2,950 | -3.3% | 0.00% | – |
| Q2 2022 | $138,000 | -6.1% | 3,050 | +10.8% | 0.00% | – |
| Q1 2022 | $147,000 | -26.5% | 2,753 | -23.4% | 0.00% | – |
| Q4 2021 | $200,000 | +39.9% | 3,596 | +32.5% | 0.00% | – |
| Q3 2021 | $143,000 | -3.4% | 2,714 | 0.0% | 0.00% | – |
| Q2 2021 | $148,000 | +5.7% | 2,714 | -1.8% | 0.00% | – |
| Q1 2021 | $140,000 | +20.7% | 2,764 | +1.8% | 0.00% | – |
| Q4 2020 | $116,000 | -9.4% | 2,714 | -30.3% | 0.00% | – |
| Q3 2020 | $128,000 | +3.2% | 3,894 | 0.0% | 0.00% | – |
| Q2 2020 | $124,000 | +300.0% | 3,894 | +230.0% | 0.00% | – |
| Q1 2020 | $31,000 | -79.3% | 1,180 | -68.4% | 0.00% | – |
| Q4 2019 | $150,000 | +6.4% | 3,730 | 0.0% | 0.00% | – |
| Q3 2019 | $141,000 | +1.4% | 3,730 | 0.0% | 0.00% | – |
| Q2 2019 | $139,000 | -4.8% | 3,730 | -5.0% | 0.00% | – |
| Q1 2019 | $146,000 | -93.6% | 3,927 | -94.4% | 0.00% | -100.0% |
| Q4 2018 | $2,297,000 | +1452.0% | 69,948 | +1821.1% | 0.00% | – |
| Q3 2018 | $148,000 | +214.9% | 3,641 | +208.6% | 0.00% | – |
| Q2 2018 | $47,000 | +683.3% | 1,180 | +433.9% | 0.00% | – |
| Q2 2016 | $6,000 | – | 221 | – | 0.00% | – |
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% |