SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $99,449 | +8.6% | 2,861 | +10.8% | 0.02% | +10.0% |
| Q1 2024 | $91,548 | +40.0% | 2,581 | +37.6% | 0.02% | +25.0% |
| Q4 2023 | $65,398 | +389.1% | 1,876 | +351.0% | 0.02% | +433.3% |
| Q3 2023 | $13,370 | +10.1% | 416 | +13.7% | 0.00% | 0.0% |
| Q2 2023 | $12,148 | +6.9% | 366 | +6.7% | 0.00% | 0.0% |
| Q1 2023 | $11,364 | +4.5% | 343 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $10,878 | -78.2% | 348 | -81.2% | 0.00% | -80.0% |
| Q3 2022 | $50,000 | +2400.0% | 1,853 | +3760.4% | 0.02% | +1400.0% |
| Q3 2021 | $2,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | – | 48 | – | 0.00% | – |
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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% |