SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 30.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $10,458 | +8.5% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $9,642 | -3.2% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $9,957 | +0.2% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $9,939 | +6.0% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $9,378 | +15.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $8,157 | -10.6% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $9,123 | -14.0% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $10,614 | -5.4% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $11,217 | -3.4% | 300 | 0.0% | 0.00% | -50.0% |
Q3 2021 | $11,613 | -1.4% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $11,775 | +4.8% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $11,238 | – | 300 | – | 0.00% | – |
Download |
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% |