SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 46 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $292,000 | -36.1% | 9,036 | -39.4% | 0.00% | -33.3% |
Q3 2019 | $457,000 | -32.1% | 14,910 | -30.9% | 0.00% | -40.0% |
Q2 2019 | $673,000 | -39.8% | 21,570 | -40.0% | 0.01% | -44.4% |
Q1 2019 | $1,118,000 | -57.7% | 35,958 | -61.4% | 0.01% | -62.5% |
Q4 2018 | $2,640,000 | -9.2% | 93,120 | +10.5% | 0.02% | 0.0% |
Q3 2018 | $2,909,000 | +108.4% | 84,240 | +116.1% | 0.02% | +84.6% |
Q2 2018 | $1,396,000 | 0.0% | 38,976 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $1,396,000 | +451.8% | 38,976 | +452.9% | 0.01% | +550.0% |
Q4 2017 | $253,000 | +155.6% | 7,049 | +150.1% | 0.00% | +100.0% |
Q3 2017 | $99,000 | +47.8% | 2,819 | +37.2% | 0.00% | 0.0% |
Q2 2017 | $67,000 | +4.7% | 2,054 | -1.4% | 0.00% | 0.0% |
Q1 2017 | $64,000 | +481.8% | 2,084 | +445.5% | 0.00% | – |
Q4 2016 | $11,000 | -26.7% | 382 | -23.6% | 0.00% | – |
Q3 2016 | $15,000 | – | 500 | – | 0.00% | – |
Download |
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% |