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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,691 | +352.4% | 33,220 | +425.5% | 0.00% | +200.0% |
| Q4 2021 | $236,000 | +13.5% | 6,321 | +19.5% | 0.00% | 0.0% |
| Q2 2021 | $208,000 | -46.3% | 5,289 | -48.9% | 0.00% | 0.0% |
| Q1 2021 | $387,000 | -4.4% | 10,342 | -11.2% | 0.00% | 0.0% |
| Q4 2020 | $405,000 | -11.8% | 11,651 | -24.0% | 0.00% | -50.0% |
| Q3 2020 | $459,000 | +4.1% | 15,338 | -4.2% | 0.00% | 0.0% |
| Q2 2020 | $441,000 | -89.1% | 16,004 | -90.7% | 0.00% | -89.5% |
| Q1 2020 | $4,056,000 | -25.2% | 172,757 | +6.0% | 0.02% | 0.0% |
| Q4 2019 | $5,421,000 | +14.4% | 163,033 | +5.7% | 0.02% | 0.0% |
| Q3 2019 | $4,740,000 | +4.2% | 154,250 | +5.8% | 0.02% | +5.6% |
| Q2 2019 | $4,551,000 | +17.5% | 145,758 | +17.0% | 0.02% | -21.7% |
| Q1 2019 | $3,872,000 | – | 124,622 | – | 0.02% | – |
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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% |