SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 30.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124,203 | +16.9% | 3,864 | +20.7% | 0.00% | – |
| Q2 2023 | $106,289 | -48.3% | 3,202 | -48.4% | 0.00% | – |
| Q1 2023 | $205,502 | +75.0% | 6,202 | +65.1% | 0.00% | – |
| Q4 2022 | $117,440 | -2.9% | 3,757 | -15.9% | 0.00% | – |
| Q3 2022 | $121,000 | +7.1% | 4,468 | +19.8% | 0.00% | – |
| Q2 2022 | $113,000 | -12.4% | 3,731 | +2.2% | 0.00% | – |
| Q1 2022 | $129,000 | +0.8% | 3,649 | +6.6% | 0.00% | – |
| Q4 2021 | $128,000 | +4.9% | 3,422 | +8.2% | 0.00% | – |
| Q3 2021 | $122,000 | +38.6% | 3,163 | +41.2% | 0.00% | – |
| Q2 2021 | $88,000 | +37.5% | 2,240 | +30.2% | 0.00% | – |
| Q1 2021 | $64,000 | +73.0% | 1,720 | +61.8% | 0.00% | – |
| Q4 2020 | $37,000 | -47.1% | 1,063 | -54.9% | 0.00% | – |
| Q3 2020 | $70,000 | +233.3% | 2,355 | +210.7% | 0.00% | – |
| Q2 2020 | $21,000 | -57.1% | 758 | -63.6% | 0.00% | – |
| Q1 2020 | $49,000 | -41.7% | 2,085 | -17.6% | 0.00% | – |
| Q4 2019 | $84,000 | +5.0% | 2,531 | -3.2% | 0.00% | – |
| Q3 2019 | $80,000 | +66.7% | 2,615 | +69.5% | 0.00% | – |
| Q2 2019 | $48,000 | +6.7% | 1,543 | +6.9% | 0.00% | – |
| Q1 2019 | $45,000 | – | 1,444 | +144300.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 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% |