SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,357 | -5.4% | 6,916 | -1.5% | 0.00% | – |
| Q2 2023 | $354,361 | +5.3% | 7,024 | +1.6% | 0.00% | – |
| Q1 2023 | $336,602 | +37.0% | 6,916 | +31.5% | 0.00% | – |
| Q4 2022 | $245,654 | +9.7% | 5,258 | -0.4% | 0.00% | – |
| Q3 2022 | $224,000 | -5.9% | 5,279 | +0.4% | 0.00% | – |
| Q2 2022 | $238,000 | -17.6% | 5,258 | -2.9% | 0.00% | – |
| Q1 2022 | $289,000 | -3.0% | 5,413 | +0.9% | 0.00% | – |
| Q4 2021 | $298,000 | +10.0% | 5,363 | +4.1% | 0.00% | – |
| Q3 2021 | $271,000 | -3.2% | 5,153 | 0.0% | 0.00% | – |
| Q2 2021 | $280,000 | – | 5,153 | – | 0.00% | – |
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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% |