SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,045,888 | +7.9% | 188,111 | +11.4% | 2.36% | +7.6% |
| Q2 2023 | $5,602,273 | +5.1% | 168,794 | +4.9% | 2.19% | -0.4% |
| Q1 2023 | $5,331,147 | +9.9% | 160,916 | +3.7% | 2.20% | +0.8% |
| Q4 2022 | $4,850,395 | +83.5% | 155,163 | +59.6% | 2.18% | +65.8% |
| Q3 2022 | $2,643,000 | +0.8% | 97,197 | +12.8% | 1.32% | +15.9% |
| Q2 2022 | $2,621,000 | -28.7% | 86,205 | -17.1% | 1.14% | -19.2% |
| Q1 2022 | $3,677,000 | +401.6% | 103,939 | +430.4% | 1.40% | +387.5% |
| Q4 2021 | $733,000 | – | 19,598 | – | 0.29% | – |
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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% |