SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $703,224 | -3.2% | 21,879 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $726,215 | +345716.7% | 21,880 | +243.2% | 0.00% | +200.0% |
| Q1 2023 | $210 | +27.3% | 6,376 | +19.6% | 0.00% | 0.0% |
| Q4 2022 | $165 | -99.9% | 5,331 | +18.6% | 0.00% | 0.0% |
| Q3 2022 | $121,000 | -13.6% | 4,496 | -2.8% | 0.00% | 0.0% |
| Q2 2022 | $140,000 | -46.8% | 4,625 | -38.2% | 0.00% | 0.0% |
| Q1 2022 | $263,000 | +58.4% | 7,483 | +67.1% | 0.00% | 0.0% |
| Q4 2021 | $166,000 | -5.7% | 4,477 | -1.8% | 0.00% | 0.0% |
| Q3 2021 | $176,000 | +351.3% | 4,561 | +349.8% | 0.00% | – |
| Q2 2021 | $39,000 | +5.4% | 1,014 | +0.3% | 0.00% | – |
| Q1 2021 | $37,000 | +146.7% | 1,011 | +130.3% | 0.00% | – |
| Q4 2020 | $15,000 | +15.4% | 439 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 439 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | +20.0% | 439 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -33.3% | 439 | 0.0% | 0.00% | – |
| Q4 2019 | $15,000 | +15.4% | 439 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | -7.1% | 439 | 0.0% | 0.00% | – |
| Q2 2019 | $14,000 | – | 439 | – | 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% |