SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,873 | -99.2% | 59,917 | +479.1% | 0.03% | +225.0% |
| Q1 2020 | $243,000 | -26.6% | 10,347 | +3.8% | 0.01% | 0.0% |
| Q4 2019 | $331,000 | +8.2% | 9,965 | 0.0% | 0.01% | -20.0% |
| Q3 2019 | $306,000 | -1.3% | 9,965 | +0.4% | 0.01% | 0.0% |
| Q2 2019 | $310,000 | +7.6% | 9,923 | +7.0% | 0.01% | -16.7% |
| Q1 2019 | $288,000 | – | 9,277 | – | 0.01% | – |
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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% |