Vise Technologies, Inc. - SCHWAB STRATEGIC TR ownership

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
Vise Technologies, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$905,673
+29.9%
28,179
+34.2%
0.22%
+32.0%
Q2 2023$697,156
+7.3%
21,005
+7.1%
0.17%
-1.2%
Q1 2023$649,712
-3.7%
19,611
-9.2%
0.17%
-19.0%
Q4 2022$674,966
-27.3%
21,592
-36.8%
0.21%
-39.7%
Q3 2022$929,00034,1680.35%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Resource Planning Group 180,175$5,790,8234.91%
Prairiewood Capital, LLC 182,152$5,854,3703.80%
RF&L WEALTH MANAGEMENT, LLC 96,452$3,099,9672.88%
Charles Schwab Investment Advisory, Inc. 55,089,039$1,770,561,7202.80%
Wade Financial Advisory, Inc 180,158$5,790,2742.48%
COLLECTIVE FAMILY OFFICE LLC 188,111$6,045,8882.36%
Shilanski & Associates, Inc. 147,426$4,738,2781.93%
Shore Point Advisors, LLC 75,255$2,418,7051.75%
Cherry Tree Wealth Management, LLC 167,505$5,383,6001.58%
Opes Wealth Management LLC 160,120$5,146,2801.43%
View complete list of SCHWAB STRATEGIC TR shareholders