SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $753 | -44.1% | 22,700 | -44.2% | 0.00% | -50.0% |
| Q1 2023 | $1,347 | +140.5% | 40,651 | +127.1% | 0.00% | +100.0% |
| Q4 2022 | $560 | -99.8% | 17,900 | +63.0% | 0.00% | – |
| Q3 2022 | $299,000 | -30.3% | 10,980 | -22.1% | 0.00% | -100.0% |
| Q2 2022 | $429,000 | +16.6% | 14,100 | +35.6% | 0.00% | – |
| Q1 2022 | $368,000 | -69.5% | 10,400 | -66.7% | 0.00% | -100.0% |
| Q3 2021 | $1,208,000 | +177.1% | 31,200 | +181.1% | 0.00% | +100.0% |
| Q2 2021 | $436,000 | -50.1% | 11,100 | -52.4% | 0.00% | 0.0% |
| Q1 2021 | $873,000 | – | 23,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 187,346 | $6,206,769 | 5.04% |
| Prairiewood Capital, LLC | 174,862 | $5,793,171 | 3.93% |
| RF&L WEALTH MANAGEMENT, LLC | 90,637 | $3,002,804 | 2.91% |
| Charles Schwab Investment Advisory, Inc. | 54,409,781 | $1,802,596,042 | 2.87% |
| Wade Financial Advisory, Inc | 170,871 | $5,660,970 | 2.38% |
| COLLECTIVE FAMILY OFFICE LLC | 160,916 | $5,331,147 | 2.20% |
| Shilanski & Associates, Inc. | 138,115 | $4,549,503 | 2.04% |
| Shore Point Advisors, LLC | 65,182 | $2,159,483 | 1.64% |
| Opes Wealth Management LLC | 130,663 | $4,328,890 | 1.40% |
| Sterling Financial Planning, Inc. | 77,306 | $2,561,140 | 1.39% |