SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,074 | -3.2% | 469 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $15,566 | -72.9% | 469 | -73.0% | 0.00% | -50.0% |
Q1 2023 | $57,447 | +337823.5% | 1,734 | +221.7% | 0.00% | +100.0% |
Q4 2022 | $17 | -99.9% | 539 | -1.5% | 0.00% | 0.0% |
Q3 2022 | $15,000 | -50.0% | 547 | -44.6% | 0.00% | 0.0% |
Q2 2022 | $30,000 | -76.2% | 987 | -72.2% | 0.00% | -66.7% |
Q1 2022 | $126,000 | +110.0% | 3,548 | +119.6% | 0.00% | +200.0% |
Q4 2021 | $60,000 | -15.5% | 1,616 | -11.9% | 0.00% | -50.0% |
Q3 2021 | $71,000 | -39.8% | 1,834 | -38.8% | 0.00% | -33.3% |
Q2 2021 | $118,000 | +136.0% | 2,997 | +125.5% | 0.00% | +200.0% |
Q1 2021 | $50,000 | – | 1,329 | – | 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% |