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 | 187,346 | $6,206,769 | 5.04% |
| Prairiewood Capital, LLC | 174,862 | $5,793,171 | 3.93% |
| RF&L WEALTH MANAGEMENT, LLC | 90,637 | $3,002,804 | 2.91% |
| Charles Schwab Investment Advisory, Inc. | 54,409,781 | $1,802,596,042 | 2.87% |
| Wade Financial Advisory, Inc | 170,871 | $5,660,970 | 2.38% |
| COLLECTIVE FAMILY OFFICE LLC | 160,916 | $5,331,147 | 2.20% |
| Shilanski & Associates, Inc. | 138,115 | $4,549,503 | 2.04% |
| Shore Point Advisors, LLC | 65,182 | $2,159,483 | 1.64% |
| Opes Wealth Management LLC | 130,663 | $4,328,890 | 1.40% |
| Sterling Financial Planning, Inc. | 77,306 | $2,561,140 | 1.39% |