SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 5 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $286,000 | 0.0% | 9,355 | 0.0% | 0.11% | -10.0% |
| Q1 2017 | $286,000 | +12.2% | 9,355 | +3.9% | 0.12% | +5.3% |
| Q4 2016 | $255,000 | -3.4% | 9,000 | 0.0% | 0.11% | -7.3% |
| Q3 2016 | $264,000 | +8.6% | 9,000 | 0.0% | 0.12% | -13.4% |
| Q2 2016 | $243,000 | +0.8% | 9,000 | 0.0% | 0.14% | +12.7% |
| Q1 2016 | $241,000 | +0.8% | 9,000 | 0.0% | 0.13% | -8.0% |
| Q4 2015 | $239,000 | +4.4% | 9,000 | 0.0% | 0.14% | +10.5% |
| Q3 2015 | $229,000 | -8.8% | 9,000 | 0.0% | 0.12% | -3.1% |
| Q2 2015 | $251,000 | +2.4% | 9,000 | 0.0% | 0.13% | +2.4% |
| Q1 2015 | $245,000 | +6.1% | 9,000 | 0.0% | 0.12% | +6.8% |
| Q4 2014 | $231,000 | -4.9% | 9,000 | 0.0% | 0.12% | -9.3% |
| Q3 2014 | $243,000 | -7.3% | 9,000 | 0.0% | 0.13% | -4.4% |
| Q2 2014 | $262,000 | +4.4% | 9,000 | 0.0% | 0.14% | -1.5% |
| Q1 2014 | $251,000 | +1.2% | 9,000 | 0.0% | 0.14% | -2.8% |
| Q4 2013 | $248,000 | – | 9,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 187,346 | $6,206,769 | 5.04% |
| Prairiewood Capital, LLC | 174,862 | $5,793,171 | 3.93% |
| RF&L WEALTH MANAGEMENT, LLC | 90,637 | $3,002,804 | 2.91% |
| Charles Schwab Investment Advisory, Inc. | 54,409,781 | $1,802,596,042 | 2.87% |
| Wade Financial Advisory, Inc | 170,871 | $5,660,970 | 2.38% |
| COLLECTIVE FAMILY OFFICE LLC | 160,916 | $5,331,147 | 2.20% |
| Shilanski & Associates, Inc. | 138,115 | $4,549,503 | 2.04% |
| Shore Point Advisors, LLC | 65,182 | $2,159,483 | 1.64% |
| Opes Wealth Management LLC | 130,663 | $4,328,890 | 1.40% |
| Sterling Financial Planning, Inc. | 77,306 | $2,561,140 | 1.39% |