SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 192 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,552 | -3.2% | 515 | 0.0% | 0.00% | – |
| Q2 2023 | $17,093 | +0.2% | 515 | 0.0% | 0.00% | – |
| Q1 2023 | $17,062 | +6.0% | 515 | 0.0% | 0.00% | – |
| Q4 2022 | $16,099 | +15.0% | 515 | 0.0% | 0.00% | – |
| Q3 2022 | $14,000 | -17.6% | 515 | -8.8% | 0.00% | – |
| Q2 2022 | $17,000 | -15.0% | 565 | 0.0% | 0.00% | – |
| Q1 2022 | $20,000 | -4.8% | 565 | 0.0% | 0.00% | – |
| Q4 2021 | $21,000 | -8.7% | 565 | -5.2% | 0.00% | – |
| Q3 2021 | $23,000 | +64.3% | 596 | +62.8% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 366 | +9.3% | 0.00% | – |
| Q1 2021 | $13,000 | +550.0% | 335 | +392.6% | 0.00% | – |
| Q1 2020 | $2,000 | – | 68 | – | 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% |