SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $976 | +8.8% | 20,125 | +13.2% | 0.00% | 0.0% |
| Q2 2023 | $897 | +4.3% | 17,777 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $860 | -15.9% | 17,663 | -19.3% | 0.00% | -20.0% |
| Q4 2022 | $1,022 | -99.9% | 21,878 | -2.4% | 0.01% | -16.7% |
| Q3 2022 | $953,000 | -1.7% | 22,411 | +4.6% | 0.01% | 0.0% |
| Q2 2022 | $969,000 | -3.8% | 21,423 | +13.8% | 0.01% | 0.0% |
| Q1 2022 | $1,007,000 | -3.4% | 18,832 | +0.5% | 0.01% | 0.0% |
| Q4 2021 | $1,042,000 | +0.5% | 18,737 | -4.8% | 0.01% | -14.3% |
| Q3 2021 | $1,037,000 | +11.9% | 19,687 | +15.5% | 0.01% | 0.0% |
| Q2 2021 | $927,000 | +13.0% | 17,047 | +5.3% | 0.01% | 0.0% |
| Q1 2021 | $820,000 | +14.4% | 16,192 | -3.0% | 0.01% | -22.2% |
| Q4 2020 | $717,000 | +221.5% | 16,701 | +147.9% | 0.01% | +200.0% |
| Q3 2020 | $223,000 | -25.2% | 6,737 | -28.2% | 0.00% | -40.0% |
| Q2 2020 | $298,000 | -15.8% | 9,384 | -31.4% | 0.01% | -37.5% |
| Q1 2020 | $354,000 | +57.3% | 13,682 | +145.1% | 0.01% | +100.0% |
| Q4 2019 | $225,000 | -10.0% | 5,582 | -15.7% | 0.00% | -33.3% |
| Q3 2019 | $250,000 | -19.4% | 6,625 | -19.4% | 0.01% | -25.0% |
| Q2 2019 | $310,000 | +38.4% | 8,218 | +36.6% | 0.01% | +60.0% |
| Q1 2019 | $224,000 | – | 6,016 | – | 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% |