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 | $238,589 | -1.6% | 7,423 | +1.7% | 0.18% | -16.2% |
| Q2 2023 | $242,367 | +0.9% | 7,302 | +0.7% | 0.22% | -4.0% |
| Q1 2023 | $240,190 | +6.0% | 7,250 | 0.0% | 0.22% | +13.1% |
| Q4 2022 | $226,633 | -10.4% | 7,250 | -12.7% | 0.20% | -27.1% |
| Q2 2022 | $253,000 | -13.1% | 8,304 | +0.9% | 0.27% | -13.6% |
| Q1 2022 | $291,000 | -5.5% | 8,229 | +0.1% | 0.32% | +3.9% |
| Q4 2021 | $308,000 | – | 8,224 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 187,346 | $6,206,769 | 5.04% |
| Prairiewood Capital, LLC | 174,862 | $5,793,171 | 3.93% |
| RF&L WEALTH MANAGEMENT, LLC | 90,637 | $3,002,804 | 2.91% |
| Charles Schwab Investment Advisory, Inc. | 54,409,781 | $1,802,596,042 | 2.87% |
| Wade Financial Advisory, Inc | 170,871 | $5,660,970 | 2.38% |
| COLLECTIVE FAMILY OFFICE LLC | 160,916 | $5,331,147 | 2.20% |
| Shilanski & Associates, Inc. | 138,115 | $4,549,503 | 2.04% |
| Shore Point Advisors, LLC | 65,182 | $2,159,483 | 1.64% |
| Opes Wealth Management LLC | 130,663 | $4,328,890 | 1.40% |
| Sterling Financial Planning, Inc. | 77,306 | $2,561,140 | 1.39% |