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 | $766,308 | +13.5% | 15,803 | +18.0% | 0.00% | – |
| Q2 2023 | $675,395 | -44.9% | 13,387 | -46.9% | 0.00% | – |
| Q1 2023 | $1,226,456 | +159.1% | 25,200 | +148.7% | 0.00% | – |
| Q4 2022 | $473,354 | +39.6% | 10,132 | +27.2% | 0.00% | – |
| Q3 2022 | $339,000 | +21.1% | 7,967 | +28.6% | 0.00% | – |
| Q2 2022 | $280,000 | -22.7% | 6,197 | -8.4% | 0.00% | – |
| Q1 2022 | $362,000 | +6.2% | 6,762 | +10.3% | 0.00% | – |
| Q4 2021 | $341,000 | +30.7% | 6,133 | +23.6% | 0.00% | – |
| Q3 2021 | $261,000 | +12.5% | 4,963 | +16.4% | 0.00% | – |
| Q2 2021 | $232,000 | +11.0% | 4,262 | +3.2% | 0.00% | – |
| Q1 2021 | $209,000 | +51.4% | 4,130 | +28.3% | 0.00% | – |
| Q4 2020 | $138,000 | +1.5% | 3,220 | -21.8% | 0.00% | – |
| Q3 2020 | $136,000 | +369.0% | 4,118 | +346.6% | 0.00% | – |
| Q2 2020 | $29,000 | -63.8% | 922 | -70.3% | 0.00% | – |
| Q1 2020 | $80,000 | -50.9% | 3,103 | -23.2% | 0.00% | – |
| Q4 2019 | $163,000 | +1.2% | 4,042 | -5.3% | 0.00% | – |
| Q3 2019 | $161,000 | +140.3% | 4,266 | +141.0% | 0.00% | – |
| Q2 2019 | $67,000 | +1.5% | 1,770 | -0.6% | 0.00% | – |
| Q1 2019 | $66,000 | +1220.0% | 1,781 | +1064.1% | 0.00% | – |
| Q4 2018 | $5,000 | – | 153 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 310,740 | $14,061,000 | 11.15% |
| WADDELL & ASSOCIATES, LLC | 1,133,136 | $51,274,000 | 10.44% |
| Riverpoint Wealth Management Holdings, LLC | 466,214 | $21,096,000 | 8.49% |
| First Pacific Financial | 386,401 | $17,485,000 | 8.21% |
| MOLLER WEALTH PARTNERS | 467,101 | $21,136,000 | 7.17% |
| Arlington Financial Advisors, LLC | 322,936 | $14,613,000 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 82,701,986 | $3,742,265,000 | 6.50% |
| Shore Point Advisors, LLC | 130,889 | $5,923,000 | 5.54% |
| Clarius Group, LLC | 1,033,994 | $46,788,000 | 4.67% |
| Rainsberger Wealth Advisors, Inc. | 114,215 | $5,168,000 | 3.78% |