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 | $121,710 | -3.9% | 2,510 | 0.0% | 0.00% | – |
| Q2 2023 | $126,630 | -5.7% | 2,510 | -9.1% | 0.00% | – |
| Q1 2023 | $134,329 | +4.2% | 2,760 | 0.0% | 0.00% | – |
| Q4 2022 | $128,948 | +9.3% | 2,760 | -0.4% | 0.00% | – |
| Q3 2022 | $118,000 | -16.3% | 2,772 | -11.2% | 0.00% | – |
| Q2 2022 | $141,000 | +1.4% | 3,120 | +20.3% | 0.00% | – |
| Q1 2022 | $139,000 | -7.3% | 2,594 | -3.7% | 0.00% | – |
| Q4 2021 | $150,000 | -2.0% | 2,694 | -7.2% | 0.00% | – |
| Q3 2021 | $153,000 | +4.1% | 2,903 | +7.8% | 0.00% | – |
| Q2 2021 | $147,000 | +7.3% | 2,694 | -0.4% | 0.00% | – |
| Q1 2021 | $137,000 | +18.1% | 2,706 | +0.4% | 0.00% | – |
| Q4 2020 | $116,000 | +3766.7% | 2,694 | +2594.0% | 0.00% | – |
| Q3 2020 | $3,000 | -88.5% | 100 | -87.9% | 0.00% | – |
| Q2 2020 | $26,000 | -35.0% | 829 | -46.0% | 0.00% | – |
| Q1 2020 | $40,000 | -34.4% | 1,535 | 0.0% | 0.00% | – |
| Q4 2019 | $61,000 | +7.0% | 1,535 | +1.5% | 0.00% | – |
| Q3 2019 | $57,000 | +14.0% | 1,513 | +14.1% | 0.00% | – |
| Q2 2019 | $50,000 | +47.1% | 1,326 | +43.2% | 0.00% | – |
| Q1 2019 | $34,000 | -29.2% | 926 | -21.5% | 0.00% | – |
| Q3 2018 | $48,000 | +2.1% | 1,180 | 0.0% | 0.00% | – |
| Q2 2018 | $47,000 | -24.2% | 1,180 | -29.8% | 0.00% | – |
| Q1 2018 | $62,000 | – | 1,682 | +23928.6% | 0.00% | – |
| Q4 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 7 | -99.4% | 0.00% | – |
| Q1 2017 | $44,000 | +2.3% | 1,267 | +0.6% | 0.00% | – |
| Q4 2016 | $43,000 | +10.3% | 1,260 | 0.0% | 0.00% | – |
| Q3 2016 | $39,000 | +5.4% | 1,260 | 0.0% | 0.00% | – |
| Q2 2016 | $37,000 | +2.8% | 1,260 | 0.0% | 0.00% | – |
| Q1 2016 | $36,000 | +2.9% | 1,260 | 0.0% | 0.00% | – |
| Q4 2015 | $35,000 | +2.9% | 1,260 | 0.0% | 0.00% | – |
| Q3 2015 | $34,000 | -10.5% | 1,260 | 0.0% | 0.00% | – |
| Q2 2015 | $38,000 | -2.6% | 1,260 | 0.0% | 0.00% | – |
| Q1 2015 | $39,000 | +2.6% | 1,260 | 0.0% | 0.00% | – |
| Q4 2014 | $38,000 | +8.6% | 1,260 | 0.0% | 0.00% | – |
| Q3 2014 | $35,000 | -5.4% | 1,260 | 0.0% | 0.00% | – |
| Q2 2014 | $37,000 | – | 1,260 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 309,478 | $16,545,000 | 11.57% |
| First Pacific Financial | 394,415 | $21,085,000 | 10.84% |
| Riverpoint Wealth Management Holdings, LLC | 458,049 | $24,487,000 | 8.48% |
| MOLLER WEALTH PARTNERS | 435,013 | $23,256,000 | 7.23% |
| Arlington Financial Advisors, LLC | 321,074 | $17,165,000 | 6.50% |
| WADDELL & ASSOCIATES, LLC | 743,049 | $39,723,000 | 6.38% |
| Shore Point Advisors, LLC | 132,452 | $7,081,000 | 6.15% |
| Charles Schwab Investment Advisory, Inc. | 63,329,905 | $3,385,617,000 | 5.38% |
| Clarius Group, LLC | 1,015,419 | $56,467,000 | 4.47% |
| Rainsberger Wealth Advisors, Inc. | 113,233 | $6,053,000 | 3.88% |