SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $235,040 | -6.1% | 7,313 | 0.0% | 0.05% | -2.1% |
Q2 2023 | $250,397 | -8.2% | 7,313 | -11.2% | 0.05% | -14.3% |
Q1 2023 | $272,714 | +5.3% | 8,232 | -0.7% | 0.06% | 0.0% |
Q4 2022 | $259,052 | -87.6% | 8,287 | -89.2% | 0.06% | -88.1% |
Q3 2022 | $2,089,000 | -10.0% | 76,843 | +0.7% | 0.47% | -8.4% |
Q2 2022 | $2,322,000 | -13.0% | 76,345 | +1.2% | 0.51% | -1.3% |
Q1 2022 | $2,669,000 | +19.4% | 75,447 | +26.2% | 0.52% | +20.4% |
Q4 2021 | $2,236,000 | +3.5% | 59,789 | +7.1% | 0.43% | -0.7% |
Q3 2021 | $2,161,000 | -10.4% | 55,831 | -9.2% | 0.43% | -6.1% |
Q2 2021 | $2,413,000 | +12.4% | 61,482 | +7.3% | 0.46% | +3.1% |
Q1 2021 | $2,147,000 | +6.9% | 57,317 | -0.8% | 0.45% | +6.9% |
Q4 2020 | $2,009,000 | – | 57,775 | – | 0.42% | – |
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% |