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 | $768,674 | -7.7% | 23,917 | -4.7% | 0.00% | – |
| Q2 2023 | $833,202 | -15.9% | 25,104 | -16.1% | 0.00% | – |
| Q1 2023 | $991,018 | +105215.4% | 29,919 | -0.5% | 0.00% | – |
| Q4 2022 | $941 | -92.8% | 30,077 | +6140.0% | 0.00% | – |
| Q3 2022 | $13,000 | +1200.0% | 482 | +1562.1% | 0.00% | – |
| Q1 2022 | $1,000 | -94.1% | 29 | -93.6% | 0.00% | – |
| Q3 2021 | $17,000 | +750.0% | 450 | +837.5% | 0.00% | – |
| Q1 2021 | $2,000 | -95.7% | 48 | -96.4% | 0.00% | – |
| Q4 2020 | $47,000 | -95.6% | 1,350 | -96.4% | 0.00% | – |
| Q4 2018 | $1,063,000 | +1671.7% | 37,503 | +2040.6% | 0.00% | – |
| Q3 2018 | $60,000 | +328.6% | 1,752 | +338.0% | 0.00% | – |
| Q2 2018 | $14,000 | +180.0% | 400 | +131.2% | 0.00% | – |
| Q2 2016 | $5,000 | – | 173 | – | 0.00% | – |
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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% |