SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,159 | -72.3% | 490 | -72.0% | 0.00% | -76.5% |
| Q1 2024 | $62,037 | +270.0% | 1,749 | +263.6% | 0.02% | +750.0% |
| Q4 2023 | $16,768 | -74.3% | 481 | -76.3% | 0.00% | -80.0% |
| Q3 2023 | $65,276 | +302.2% | 2,031 | +315.3% | 0.01% | +233.3% |
| Q2 2023 | $16,230 | +1.8% | 489 | +1.7% | 0.00% | -25.0% |
| Q1 2023 | $15,936 | +6.0% | 481 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $15,036 | +15.7% | 481 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -40.9% | 481 | -33.8% | 0.01% | -40.0% |
| Q2 2022 | $22,000 | +2100.0% | 727 | +3535.0% | 0.01% | +900.0% |
| Q4 2019 | $1,000 | – | 20 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 246,160 | $8,709,000 | 6.26% |
| Prairiewood Capital, LLC | 155,224 | $5,492,000 | 3.84% |
| Charles Schwab Investment Advisory, Inc. | 50,348,057 | $1,781,314,000 | 2.83% |
| Wade Financial Advisory, Inc | 179,246 | $6,342,000 | 2.72% |
| Sterling Financial Planning, Inc. | 84,287 | $2,982,000 | 1.88% |
| Shakespeare Wealth Management, LLC | 98,331 | $4,866,000 | 1.75% |
| RHS Financial, LLC | 63,242 | $2,237,000 | 1.65% |
| Shilanski & Associates, Inc. | 108,345 | $3,835,000 | 1.61% |
| Merriman Wealth Management, LLC | 553,290 | $19,575,000 | 1.61% |
| COLLECTIVE FAMILY OFFICE LLC | 103,939 | $3,677,000 | 1.40% |