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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $290,351 | +39.1% | 5,755 | +34.1% | 0.00% | +33.3% |
| Q1 2023 | $208,805 | +2.4% | 4,290 | -1.7% | 0.00% | 0.0% |
| Q4 2022 | $203,896 | -12.9% | 4,364 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $234,000 | +5.9% | 4,373 | +10.0% | 0.00% | 0.0% |
| Q4 2021 | $221,000 | -25.8% | 3,974 | -29.6% | 0.00% | -25.0% |
| Q3 2021 | $298,000 | +43.3% | 5,647 | +47.6% | 0.00% | +33.3% |
| Q2 2021 | $208,000 | -10.3% | 3,825 | -16.6% | 0.00% | 0.0% |
| Q1 2021 | $232,000 | -31.4% | 4,588 | -48.7% | 0.00% | -57.1% |
| Q3 2019 | $338,000 | +44.4% | 8,945 | +24.9% | 0.01% | +16.7% |
| Q4 2018 | $234,000 | – | 7,164 | – | 0.01% | – |
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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% |