SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. 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 | 180,175 | $5,790,823 | 4.91% |
| Prairiewood Capital, LLC | 182,152 | $5,854,370 | 3.80% |
| RF&L WEALTH MANAGEMENT, LLC | 96,452 | $3,099,967 | 2.88% |
| Charles Schwab Investment Advisory, Inc. | 55,089,039 | $1,770,561,720 | 2.80% |
| Wade Financial Advisory, Inc | 180,158 | $5,790,274 | 2.48% |
| COLLECTIVE FAMILY OFFICE LLC | 188,111 | $6,045,888 | 2.36% |
| Shilanski & Associates, Inc. | 147,426 | $4,738,278 | 1.93% |
| Shore Point Advisors, LLC | 75,255 | $2,418,705 | 1.75% |
| Cherry Tree Wealth Management, LLC | 167,505 | $5,383,600 | 1.58% |
| Opes Wealth Management LLC | 160,120 | $5,146,280 | 1.43% |