SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,926 | -2.0% | 602 | 0.0% | 0.00% | – |
| Q1 2024 | $21,353 | +181.0% | 602 | +176.1% | 0.00% | – |
| Q4 2023 | $7,599 | +8.4% | 218 | 0.0% | 0.00% | – |
| Q3 2023 | $7,007 | -3.2% | 218 | 0.0% | 0.00% | – |
| Q2 2023 | $7,235 | +0.2% | 218 | 0.0% | 0.00% | – |
| Q1 2023 | $7,222 | +6.0% | 218 | 0.0% | 0.00% | – |
| Q4 2022 | $6,815 | +70.4% | 218 | +61.5% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 135 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 135 | +2.3% | 0.00% | – |
| Q1 2022 | $5,000 | +25.0% | 132 | +29.4% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -99.9% | 102 | -50.0% | 0.00% | – |
| Q1 2021 | $7,642,000 | +84811.1% | 204 | -23.9% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 268 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +60.0% | 268 | +61.4% | 0.00% | – |
| Q2 2020 | $5,000 | +66.7% | 166 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 166 | -4.6% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | -16.7% | 174 | +4.8% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | +20.0% | 166 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 166 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $5,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | +66.7% | 166 | +39.5% | 0.00% | – |
| Q1 2017 | $3,000 | – | 119 | – | 0.00% | – |
Download | ||||||
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% |