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 | $231,891 | -3.2% | 7,215 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $239,466 | -3.8% | 7,215 | -4.0% | 0.07% | -8.9% |
| Q1 2023 | $248,972 | +15.3% | 7,515 | +23.1% | 0.08% | +23.4% |
| Q1 2022 | $216,000 | -5.3% | 6,103 | 0.0% | 0.06% | -3.0% |
| Q4 2021 | $228,000 | -3.4% | 6,103 | 0.0% | 0.07% | -12.0% |
| Q3 2021 | $236,000 | -1.7% | 6,103 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $240,000 | +4.8% | 6,103 | 0.0% | 0.08% | -1.3% |
| Q1 2021 | $229,000 | – | 6,103 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 242,485 | $9,067,000 | 6.08% |
| Prairiewood Capital, LLC | 131,930 | $4,933,000 | 3.90% |
| Charles Schwab Investment Advisory, Inc. | 50,060,709 | $1,871,769,000 | 2.94% |
| Wade Financial Advisory, Inc | 141,652 | $5,296,000 | 2.75% |
| Merriman Wealth Management, LLC | 1,501,272 | $57,772,000 | 2.28% |
| RHS Financial, LLC | 76,323 | $2,854,000 | 1.98% |
| Sterling Financial Planning, Inc. | 82,344 | $3,079,000 | 1.92% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 83,578 | $4,516,000 | 1.61% |
| Shilanski & Associates, Inc. | 98,142 | $3,670,000 | 1.56% |
| Clarius Group, LLC | 429,861 | $16,073,000 | 1.27% |