SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,688 | -76.8% | 739 | -76.3% | 0.00% | -50.0% |
| Q1 2024 | $110,737 | +22.3% | 3,122 | +15.7% | 0.00% | -33.3% |
| Q4 2023 | $90,524 | +500.5% | 2,699 | +475.5% | 0.00% | +200.0% |
| 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% | – |
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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% |