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 | $124 | -13.9% | 2,567 | -9.5% | 0.02% | -8.3% |
| Q2 2023 | $144 | -13.3% | 2,836 | -18.0% | 0.02% | -17.2% |
| Q1 2023 | $166 | -22.8% | 3,459 | -20.4% | 0.03% | -25.6% |
| Q4 2022 | $215 | -99.9% | 4,344 | -3.8% | 0.04% | -9.3% |
| Q3 2022 | $206,000 | -5.5% | 4,516 | -4.7% | 0.04% | -6.5% |
| Q2 2022 | $218,000 | -15.8% | 4,737 | -2.1% | 0.05% | -8.0% |
| Q1 2022 | $259,000 | +3.2% | 4,837 | +7.4% | 0.05% | +8.7% |
| Q4 2021 | $251,000 | +5.0% | 4,505 | -0.7% | 0.05% | +7.0% |
| Q3 2021 | $239,000 | -8.1% | 4,535 | -5.2% | 0.04% | -8.5% |
| Q2 2021 | $260,000 | +5.7% | 4,786 | -1.3% | 0.05% | -2.1% |
| Q1 2021 | $246,000 | -8.6% | 4,851 | -22.5% | 0.05% | -14.3% |
| Q4 2020 | $269,000 | +22.8% | 6,257 | -5.6% | 0.06% | +12.0% |
| Q3 2020 | $219,000 | -18.6% | 6,629 | -21.7% | 0.05% | -19.4% |
| Q2 2020 | $269,000 | -66.2% | 8,465 | -72.5% | 0.06% | -71.8% |
| Q1 2020 | $797,000 | -45.9% | 30,797 | -15.9% | 0.22% | -40.2% |
| Q4 2019 | $1,473,000 | +5.1% | 36,614 | -1.4% | 0.37% | -4.2% |
| Q3 2019 | $1,402,000 | -2.1% | 37,121 | -2.3% | 0.38% | -2.5% |
| Q2 2019 | $1,432,000 | +0.2% | 38,002 | -1.0% | 0.39% | -3.7% |
| Q1 2019 | $1,429,000 | +13.5% | 38,379 | +0.1% | 0.41% | +0.2% |
| Q4 2018 | $1,259,000 | -4.5% | 38,327 | +18.4% | 0.41% | -10.7% |
| Q3 2018 | $1,318,000 | +6.9% | 32,358 | +4.7% | 0.46% | -3.0% |
| Q2 2018 | $1,233,000 | +10.3% | 30,893 | +2.9% | 0.47% | +13.2% |
| Q1 2018 | $1,118,000 | -5.7% | 30,024 | -4.0% | 0.42% | +1.0% |
| Q4 2017 | $1,186,000 | +5.5% | 31,281 | +0.9% | 0.41% | +7.3% |
| Q3 2017 | $1,124,000 | -0.3% | 30,987 | -4.5% | 0.38% | -5.2% |
| Q2 2017 | $1,127,000 | -11.1% | 32,431 | -11.2% | 0.40% | -16.1% |
| Q1 2017 | $1,268,000 | -18.6% | 36,533 | -20.0% | 0.48% | -32.4% |
| Q4 2016 | $1,557,000 | +90.6% | 45,661 | +74.1% | 0.72% | +69.4% |
| Q3 2016 | $817,000 | +8.6% | 26,224 | +2.4% | 0.42% | +7.9% |
| Q2 2016 | $752,000 | +4.9% | 25,605 | +2.5% | 0.39% | +1.8% |
| Q1 2016 | $717,000 | +5.4% | 24,976 | +2.8% | 0.38% | -4.2% |
| Q4 2015 | $680,000 | +58.1% | 24,303 | +53.9% | 0.40% | +54.2% |
| Q3 2015 | $430,000 | +10.8% | 15,792 | +23.6% | 0.26% | +18.7% |
| Q2 2015 | $388,000 | +1.6% | 12,781 | +3.7% | 0.22% | -2.7% |
| Q1 2015 | $382,000 | +1428.0% | 12,324 | +1297.3% | 0.22% | +1084.2% |
| Q4 2014 | $25,000 | – | 882 | – | 0.02% | – |
Download | ||||||
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% |