SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,023 | +30.9% | 24,176 | +35.2% | 0.59% | +31.6% |
| Q2 2023 | $593,411 | +27.2% | 17,879 | +27.0% | 0.45% | +18.5% |
| Q1 2023 | $466,341 | +24.8% | 14,076 | +17.8% | 0.38% | +16.3% |
| Q4 2022 | $373,685 | +15.7% | 11,954 | +0.6% | 0.33% | +6.9% |
| Q3 2022 | $323,000 | +54.5% | 11,881 | +72.5% | 0.30% | +58.0% |
| Q2 2022 | $209,000 | -42.9% | 6,887 | -33.5% | 0.19% | -33.4% |
| Q1 2022 | $366,000 | +56.4% | 10,357 | +65.6% | 0.29% | +52.6% |
| Q4 2021 | $234,000 | – | 6,255 | – | 0.19% | – |
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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% |