SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 99 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $17,000 | -85.3% | 563 | -86.6% | 0.01% | -85.7% |
| Q2 2020 | $116,000 | -46.8% | 4,197 | -54.9% | 0.04% | -58.4% |
| Q1 2020 | $218,000 | -92.3% | 9,304 | -89.0% | 0.10% | -91.0% |
| Q4 2019 | $2,815,000 | +0.1% | 84,655 | -7.5% | 1.12% | -15.8% |
| Q3 2019 | $2,813,000 | -16.0% | 91,553 | -14.6% | 1.33% | -14.0% |
| Q2 2019 | $3,347,000 | +3.5% | 107,221 | +3.0% | 1.55% | +3.1% |
| Q1 2019 | $3,233,000 | +77.1% | 104,061 | +61.5% | 1.50% | +66.8% |
| Q4 2018 | $1,826,000 | -63.6% | 64,422 | -55.6% | 0.90% | -65.9% |
| Q3 2018 | $5,011,000 | +6324.4% | 145,111 | +6375.3% | 2.64% | +6490.0% |
| Q2 2018 | $78,000 | – | 2,241 | – | 0.04% | – |
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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% |