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 ↓ |
|---|---|---|---|
| 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% |