SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $38,003 | +0.2% | 1,145 | 0.0% | 0.02% | -10.0% |
| Q1 2023 | $37,934 | +532.2% | 1,145 | +490.2% | 0.02% | +566.7% |
| Q2 2022 | $6,000 | 0.0% | 194 | -4.0% | 0.00% | -40.0% |
| Q2 2020 | $6,000 | +20.0% | 202 | +0.5% | 0.01% | 0.0% |
| Q1 2020 | $5,000 | -37.5% | 201 | -18.6% | 0.01% | -16.7% |
| Q4 2019 | $8,000 | – | 247 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 246,160 | $8,709,000 | 6.26% |
| Prairiewood Capital, LLC | 155,224 | $5,492,000 | 3.84% |
| Charles Schwab Investment Advisory, Inc. | 50,348,057 | $1,781,314,000 | 2.83% |
| Wade Financial Advisory, Inc | 179,246 | $6,342,000 | 2.72% |
| Sterling Financial Planning, Inc. | 84,287 | $2,982,000 | 1.88% |
| Shakespeare Wealth Management, LLC | 98,331 | $4,866,000 | 1.75% |
| RHS Financial, LLC | 63,242 | $2,237,000 | 1.65% |
| Shilanski & Associates, Inc. | 108,345 | $3,835,000 | 1.61% |
| Merriman Wealth Management, LLC | 553,290 | $19,575,000 | 1.61% |
| COLLECTIVE FAMILY OFFICE LLC | 103,939 | $3,677,000 | 1.40% |