SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 61 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |