Financial Perspectives, Inc - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 175 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Financial Perspectives, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$4,693
-2.0%
1350.0%0.00%0.0%
Q1 2024$4,788
+1.7%
1350.0%0.00%0.0%
Q4 2023$4,706
+8.5%
1350.0%0.00%0.0%
Q3 2023$4,339
-3.2%
1350.0%0.00%0.0%
Q2 2023$4,481
+0.2%
1350.0%0.00%0.0%
Q1 2023$4,473
+6.0%
1350.0%0.00%0.0%
Q4 2022$4,220
+15.0%
1350.0%0.00%0.0%
Q3 2022$3,671
-10.6%
1350.0%0.00%0.0%
Q2 2022$4,105
-14.0%
1350.0%0.00%0.0%
Q1 2022$4,776
-5.4%
1350.0%0.00%0.0%
Q4 2021$5,048
-3.4%
1350.0%0.00%
-33.3%
Q3 2021$5,226
-1.4%
1350.0%0.00%0.0%
Q2 2021$5,299
+3825.2%
135
-97.3%
0.00%
-57.1%
Q1 2021$135
-97.1%
5,057
+3645.9%
0.01%
+133.3%
Q4 2020$4,695
+16.3%
1350.0%0.00%0.0%
Q3 2020$4,037
+8.6%
1350.0%0.00%0.0%
Q2 2020$3,718
+17.3%
1350.0%0.00%0.0%
Q1 2020$3,170
-29.4%
1350.0%0.00%0.0%
Q4 2019$4,489–135–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Resource Planning Group 226,136$6,149,0005.35%
Prairiewood Capital, LLC 147,918$4,022,0003.32%
Charles Schwab Investment Advisory, Inc. 55,993,936$1,522,475,0002.78%
Wade Financial Advisory, Inc 191,911$5,218,0002.61%
Sterling Financial Planning, Inc. 78,188$2,126,0001.49%
Opes Wealth Management LLC 123,732$3,364,0001.34%
COLLECTIVE FAMILY OFFICE LLC 97,197$2,643,0001.32%
EXENCIAL WEALTH ADVISORS, LLC 732,340$19,912,0001.20%
Clarius Group, LLC 430,724$11,711,0001.17%
Shakespeare Wealth Management, LLC 77,067$2,095,0000.88%
View complete list of SCHWAB STRATEGIC TR shareholders