SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 175 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,241 | +1.7% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $1,220 | +8.4% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $1,125 | -75.1% | 35 | -74.3% | 0.00% | -50.0% |
| Q2 2023 | $4,514 | +0.2% | 136 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,506 | +6.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,251 | +6.3% | 136 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | – | 136 | – | 0.00% | – |
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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% |