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 2024 | $37,472 | -53.0% | 1,078 | -52.0% | 0.00% | -62.5% |
| Q1 2024 | $79,685 | +13.2% | 2,247 | +11.2% | 0.01% | +14.3% |
| Q4 2023 | $70,401 | +335.5% | 2,020 | +301.6% | 0.01% | +250.0% |
| Q3 2023 | $16,167 | +33.0% | 503 | +37.1% | 0.00% | +100.0% |
| Q1 2023 | $12,159 | +6.0% | 367 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,472 | -91.0% | 367 | -92.2% | 0.00% | -94.1% |
| Q3 2022 | $128,000 | +1728.6% | 4,704 | +2456.5% | 0.02% | +1600.0% |
| Q3 2021 | $7,000 | -72.0% | 184 | -74.6% | 0.00% | -75.0% |
| Q4 2020 | $25,000 | +8.7% | 724 | +1.1% | 0.00% | -20.0% |
| Q2 2017 | $23,000 | – | 716 | – | 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% |