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 | $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% | – |
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% |