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 | $4,897 | -83.9% | 101 | -84.5% | 0.00% | – |
| Q4 2022 | $30,415 | +406.9% | 651 | +334.0% | 0.00% | – |
| Q3 2022 | $6,000 | -81.8% | 150 | -76.0% | 0.00% | – |
| Q3 2021 | $33,000 | -21.4% | 626 | -19.0% | 0.00% | – |
| Q2 2021 | $42,000 | +5.0% | 773 | -21.6% | 0.00% | – |
| Q4 2019 | $40,000 | +90.5% | 986 | +54.8% | 0.00% | – |
| Q4 2018 | $21,000 | -40.0% | 637 | -51.0% | 0.00% | – |
| Q3 2015 | $35,000 | – | 1,300 | – | 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% |