SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 194 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,417,845 | -0.4% | 44,115 | +2.9% | 0.22% | +3.7% |
Q2 2023 | $1,423,043 | +1.7% | 42,876 | +1.5% | 0.22% | -0.9% |
Q1 2023 | $1,399,377 | +11.4% | 42,239 | +5.1% | 0.22% | +13.0% |
Q4 2022 | $1,256,494 | -4.5% | 40,195 | -17.0% | 0.19% | -12.3% |
Q3 2022 | $1,316,000 | +0.4% | 48,404 | +12.3% | 0.22% | +6.3% |
Q2 2022 | $1,311,000 | -13.2% | 43,105 | +1.0% | 0.21% | -1.4% |
Q1 2022 | $1,510,000 | – | 42,670 | – | 0.21% | – |
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% |