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 | $313,269 | -34.8% | 9,747 | -32.7% | 0.01% | -36.8% |
Q2 2023 | $480,426 | +7.8% | 14,475 | +7.6% | 0.02% | 0.0% |
Q1 2023 | $445,831 | +14.1% | 13,457 | +7.6% | 0.02% | +5.6% |
Q4 2022 | $390,844 | +21.8% | 12,503 | +6.0% | 0.02% | +5.9% |
Q3 2022 | $321,000 | -36.7% | 11,798 | -29.3% | 0.02% | -37.0% |
Q2 2022 | $507,000 | -17.8% | 16,682 | -4.4% | 0.03% | -12.9% |
Q1 2022 | $617,000 | +4.0% | 17,455 | +10.1% | 0.03% | +3.3% |
Q4 2021 | $593,000 | +27.0% | 15,850 | +31.5% | 0.03% | +11.1% |
Q3 2021 | $467,000 | +97.0% | 12,052 | +69.0% | 0.03% | +3.8% |
Q4 2019 | $237,000 | -29.9% | 7,132 | -35.3% | 0.03% | -36.6% |
Q3 2019 | $338,000 | – | 11,015 | – | 0.04% | – |
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% |