SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 7 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Financial Advisors, LLC | 342,876 | $11,401,000 | 6.34% |
| Opes Wealth Management LLC | 290,634 | $9,664,000 | 5.92% |
| Resource Planning Group | 289,432 | $9,624,000 | 5.52% |
| RHS Financial, LLC | 125,445 | $4,171,000 | 4.36% |
| Strategic Blueprint, LLC | 154,270 | $5,129,000 | 3.52% |
| Relaxing Retirement Coach | 348,681 | $11,587,000 | 3.39% |
| O'Dell Group, LLC | 190,870 | $6,346,000 | 3.18% |
| Shakespeare Wealth Management, LLC | 103,819 | $4,656,000 | 2.52% |
| Clarius Group, LLC | 480,011 | $15,850,000 | 2.51% |
| JANICZEK WEALTH MANAGEMENT, LLC | 163,612 | $5,440,000 | 2.45% |