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 | $339,272 | -11.6% | 6,730 | -11.3% | 0.00% | – |
| Q2 2023 | $383,930 | +33.8% | 7,588 | +23.9% | 0.00% | – |
| Q4 2022 | $286,881 | +39.9% | 6,126 | +39.2% | 0.00% | – |
| Q3 2022 | $205,000 | +12.6% | 4,402 | +11.4% | 0.00% | – |
| Q2 2022 | $182,000 | +6.4% | 3,950 | +26.5% | 0.00% | – |
| Q1 2022 | $171,000 | -14.9% | 3,122 | -13.3% | 0.00% | – |
| Q4 2021 | $201,000 | +246.6% | 3,602 | +237.6% | 0.00% | – |
| Q3 2021 | $58,000 | 0.0% | 1,067 | 0.0% | 0.00% | – |
| Q2 2021 | $58,000 | +41.5% | 1,067 | +32.2% | 0.00% | – |
| Q1 2021 | $41,000 | +70.8% | 807 | +49.4% | 0.00% | – |
| Q4 2020 | $24,000 | – | 540 | +5300.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 10 | -97.7% | 0.00% | – |
| Q4 2018 | $14,000 | -36.4% | 429 | -45.1% | 0.00% | – |
| Q1 2014 | $22,000 | – | 781 | – | 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% |