SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $4,000 | -20.0% | 131 | -39.4% | 0.00% | -20.0% |
Q1 2020 | $5,000 | -28.6% | 216 | 0.0% | 0.01% | -16.7% |
Q4 2019 | $7,000 | -30.0% | 216 | -32.5% | 0.01% | -40.0% |
Q3 2019 | $10,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $10,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $10,000 | 0.0% | 320 | -7.2% | 0.01% | -9.1% |
Q4 2018 | $10,000 | -28.6% | 345 | -17.1% | 0.01% | -15.4% |
Q3 2018 | $14,000 | -6.7% | 416 | 0.0% | 0.01% | -7.1% |
Q2 2018 | $15,000 | +25.0% | 416 | +25.7% | 0.01% | +27.3% |
Q1 2018 | $12,000 | 0.0% | 331 | 0.0% | 0.01% | +10.0% |
Q4 2017 | $12,000 | – | 331 | – | 0.01% | – |
Download |
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% |