M&R CAPITAL MANAGEMENT INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 7 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
M&R CAPITAL MANAGEMENT INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$4,532
+8.5%
1300.0%0.00%0.0%
Q3 2023$4,178
+24.6%
130
+28.7%
0.00%0.0%
Q2 2023$3,3521010.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Resource Planning Group 180,175$5,790,8234.91%
Prairiewood Capital, LLC 182,152$5,854,3703.80%
RF&L WEALTH MANAGEMENT, LLC 96,452$3,099,9672.88%
Charles Schwab Investment Advisory, Inc. 55,089,039$1,770,561,7202.80%
Wade Financial Advisory, Inc 180,158$5,790,2742.48%
COLLECTIVE FAMILY OFFICE LLC 188,111$6,045,8882.36%
Shilanski & Associates, Inc. 147,426$4,738,2781.93%
Shore Point Advisors, LLC 75,255$2,418,7051.75%
Cherry Tree Wealth Management, LLC 167,505$5,383,6001.58%
Opes Wealth Management LLC 160,120$5,146,2801.43%
View complete list of SCHWAB STRATEGIC TR shareholders