SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $219,000 | -35.0% | 6,203 | -31.1% | 0.02% | -34.6% |
| Q4 2021 | $337,000 | -24.6% | 9,009 | -22.0% | 0.03% | -29.7% |
| Q3 2021 | $447,000 | -20.9% | 11,551 | -19.7% | 0.04% | -21.3% |
| Q2 2021 | $565,000 | -13.2% | 14,385 | -17.2% | 0.05% | -13.0% |
| Q1 2021 | $651,000 | -18.6% | 17,367 | -24.5% | 0.05% | -29.9% |
| Q4 2020 | $800,000 | -38.8% | 22,992 | -47.4% | 0.08% | -50.0% |
| Q3 2020 | $1,308,000 | -20.3% | 43,737 | -26.6% | 0.15% | -24.9% |
| Q2 2020 | $1,641,000 | -36.6% | 59,591 | -45.9% | 0.20% | -46.9% |
| Q1 2020 | $2,588,000 | -83.7% | 110,234 | -76.9% | 0.39% | -80.6% |
| Q4 2019 | $15,851,000 | +4.0% | 476,726 | -3.9% | 1.99% | -4.4% |
| Q3 2019 | $15,246,000 | +4.8% | 496,122 | +6.5% | 2.08% | +1.8% |
| Q2 2019 | $14,548,000 | +6.8% | 465,973 | +6.3% | 2.04% | +3.9% |
| Q1 2019 | $13,626,000 | +23.2% | 438,558 | +12.4% | 1.96% | +11.0% |
| Q4 2018 | $11,058,000 | +1.9% | 390,031 | +24.1% | 1.77% | +8.7% |
| Q3 2018 | $10,856,000 | +18.1% | 314,389 | +19.3% | 1.63% | +11.1% |
| Q2 2018 | $9,192,000 | +27.4% | 263,601 | +30.9% | 1.47% | +24.8% |
| Q1 2018 | $7,213,000 | +282.0% | 201,390 | +283.6% | 1.18% | +289.1% |
| Q4 2017 | $1,888,000 | – | 52,497 | – | 0.30% | – |
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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% |