SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,874,871 | +9.6% | 34,138 | +13.8% | 1.31% | +12.4% |
| Q1 2024 | $1,710,855 | +6.3% | 29,999 | +3.2% | 1.16% | -7.0% |
| Q4 2023 | $1,609,381 | +26.6% | 29,076 | +10.9% | 1.25% | +20.6% |
| Q3 2023 | $1,271,556 | +1.6% | 26,223 | +5.7% | 1.04% | +5.3% |
| Q2 2023 | $1,251,563 | +5.1% | 24,808 | +1.4% | 0.98% | -0.5% |
| Q1 2023 | $1,190,946 | +28.9% | 24,470 | +23.8% | 0.99% | +32.5% |
| Q4 2022 | $924,000 | – | 19,769 | – | 0.75% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 314,534 | $13,374,000 | 11.02% |
| WADDELL & ASSOCIATES, LLC | 1,177,940 | $50,086,000 | 9.69% |
| First Pacific Financial | 382,321 | $16,256,000 | 9.34% |
| Riverpoint Wealth Management Holdings, LLC | 474,157 | $20,161,000 | 8.58% |
| MOLLER WEALTH PARTNERS | 464,305 | $19,742,000 | 7.11% |
| Charles Schwab Investment Advisory, Inc. | 86,399,960 | $3,673,726,000 | 6.72% |
| Arlington Financial Advisors, LLC | 311,016 | $13,224,000 | 6.72% |
| Shore Point Advisors, LLC | 130,323 | $5,541,000 | 5.41% |
| Clarius Group, LLC | 1,063,903 | $45,237,000 | 4.52% |
| JANICZEK WEALTH MANAGEMENT, LLC | 232,322 | $10,152,000 | 3.31% |