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 | $6,748 | +721.9% | 209,945 | +748.8% | 0.03% | +766.7% |
| Q2 2023 | $821 | +8.5% | 24,733 | +8.2% | 0.00% | 0.0% |
| Q1 2023 | $757 | +6.2% | 22,853 | +0.2% | 0.00% | -25.0% |
| Q4 2022 | $713 | -99.9% | 22,804 | -33.9% | 0.00% | -33.3% |
| Q3 2022 | $938,000 | +6.3% | 34,506 | +19.0% | 0.01% | +20.0% |
| Q2 2022 | $882,000 | -11.1% | 28,993 | +3.4% | 0.01% | -16.7% |
| Q1 2022 | $992,000 | -14.6% | 28,032 | -9.7% | 0.01% | -14.3% |
| Q4 2021 | $1,161,000 | +27.9% | 31,060 | +32.5% | 0.01% | +16.7% |
| Q3 2021 | $908,000 | -11.1% | 23,448 | -9.8% | 0.01% | -25.0% |
| Q2 2021 | $1,021,000 | +6.4% | 26,007 | +1.5% | 0.01% | -11.1% |
| Q1 2021 | $960,000 | +13.2% | 25,627 | +5.1% | 0.01% | -18.2% |
| Q4 2020 | $848,000 | +70.6% | 24,372 | +46.6% | 0.01% | +57.1% |
| Q3 2020 | $497,000 | +84.1% | 16,627 | +69.9% | 0.01% | +40.0% |
| Q2 2020 | $270,000 | +11.1% | 9,788 | -5.3% | 0.01% | 0.0% |
| Q1 2020 | $243,000 | – | 10,338 | – | 0.01% | – |
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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% |