SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 215 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Resource Planning Group | 226,136 | $6,149,000 | 5.35% |
Prairiewood Capital, LLC | 147,918 | $4,022,000 | 3.32% |
Charles Schwab Investment Advisory, Inc. | 55,993,936 | $1,522,475,000 | 2.78% |
Wade Financial Advisory, Inc | 191,911 | $5,218,000 | 2.61% |
Sterling Financial Planning, Inc. | 78,188 | $2,126,000 | 1.49% |
Opes Wealth Management LLC | 123,732 | $3,364,000 | 1.34% |
COLLECTIVE FAMILY OFFICE LLC | 97,197 | $2,643,000 | 1.32% |
EXENCIAL WEALTH ADVISORS, LLC | 732,340 | $19,912,000 | 1.20% |
Clarius Group, LLC | 430,724 | $11,711,000 | 1.17% |
Shakespeare Wealth Management, LLC | 77,067 | $2,095,000 | 0.88% |