SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,308,070 | -1.9% | 71,813 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $2,353,403 | +9.5% | 70,907 | +9.3% | 0.00% | 0.0% |
| Q1 2023 | $2,148,845 | +22.6% | 64,861 | +15.7% | 0.00% | 0.0% |
| Q4 2022 | $1,752,217 | +767.4% | 56,053 | +743.3% | 0.00% | – |
| Q2 2022 | $202,000 | -0.5% | 6,647 | +2.2% | 0.00% | – |
| Q2 2019 | $203,000 | -98.1% | 6,503 | -97.9% | 0.00% | -100.0% |
| Q1 2018 | $10,874,000 | +3.8% | 303,605 | +4.2% | 0.02% | +5.3% |
| Q4 2017 | $10,477,000 | +6.4% | 291,357 | +3.1% | 0.02% | -5.0% |
| Q3 2017 | $9,848,000 | +11.3% | 282,509 | +4.5% | 0.02% | +5.3% |
| Q2 2017 | $8,851,000 | – | 270,261 | – | 0.02% | – |
Download | ||||||
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% |