SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |