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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $11,401,000 | +11.5% | 342,876 | +3.1% | 6.34% | +8.7% |
| Q3 2019 | $10,223,000 | +1.1% | 332,657 | +2.7% | 5.84% | +0.8% |
| Q2 2019 | $10,112,000 | +2.0% | 323,906 | +1.5% | 5.79% | +2.8% |
| Q1 2019 | $9,913,000 | +66.5% | 319,041 | +51.9% | 5.63% | +122.5% |
| Q4 2018 | $5,954,000 | -28.6% | 210,011 | -19.9% | 2.53% | -49.4% |
| Q3 2018 | $8,336,000 | -1.2% | 262,210 | +9.1% | 5.00% | +1.9% |
| Q2 2018 | $8,439,000 | +13.5% | 240,299 | +16.5% | 4.91% | +0.6% |
| Q1 2018 | $7,432,000 | -2.7% | 206,234 | +2.8% | 4.88% | +35.6% |
| Q4 2017 | $7,637,000 | – | 200,662 | – | 3.60% | – |
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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% |