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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,555 | +29.2% | 2,133 | +33.4% | 0.01% | +20.0% |
| Q2 2023 | $53,072 | +0.2% | 1,599 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $52,976 | +6.0% | 1,599 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $49,985 | -35.9% | 1,599 | -44.4% | 0.01% | -44.4% |
| Q3 2022 | $78,000 | +69.6% | 2,875 | +91.9% | 0.01% | +80.0% |
| Q2 2022 | $46,000 | -37.0% | 1,498 | -27.1% | 0.01% | -28.6% |
| Q1 2022 | $73,000 | +247.6% | 2,056 | +287.9% | 0.01% | +250.0% |
| Q2 2021 | $21,000 | – | 530 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Advisors Inc | 361,297 | $12,992,000 | 9.25% |
| O'Dell Group, LLC | 184,550 | $6,636,000 | 4.85% |
| Arlington Financial Advisors, LLC | 200,662 | $7,637,000 | 3.60% |
| Charles Schwab Investment Advisory, Inc. | 27,763,487 | $998,375,000 | 3.59% |
| Ackerman Capital Advisors, LLC | 169,859 | $5,921,000 | 2.51% |
| Sharkey, Howes & Javer | 109,165 | $3,926,000 | 2.29% |
| Cribstone Capital Management, LLC | 116,276 | $4,181,000 | 1.97% |
| First Capital Advisors Group, LLC. | 84,834 | $3,051,000 | 1.92% |
| Live Your Vision, LLC | 141,564 | $5,312,000 | 1.78% |
| Vigilant Capital Management, LLC | 347,823 | $12,508,000 | 1.64% |