SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $238,000 | -45.5% | 10,130 | -22.9% | 0.08% | -28.2% |
| Q4 2019 | $437,000 | 0.0% | 13,131 | -7.7% | 0.11% | -7.6% |
| Q3 2019 | $437,000 | -6.8% | 14,220 | -5.3% | 0.12% | -6.3% |
| Q2 2019 | $469,000 | -2.9% | 15,020 | -3.3% | 0.13% | -5.2% |
| Q1 2019 | $483,000 | -2.8% | 15,530 | -11.4% | 0.13% | -15.7% |
| Q4 2018 | $497,000 | +16.1% | 17,530 | +41.5% | 0.16% | +37.1% |
| Q3 2018 | $428,000 | -0.9% | 12,390 | 0.0% | 0.12% | -5.7% |
| Q2 2018 | $432,000 | -2.7% | 12,390 | 0.0% | 0.12% | -3.1% |
| Q1 2018 | $444,000 | -0.4% | 12,390 | 0.0% | 0.13% | 0.0% |
| Q4 2017 | $446,000 | +3.2% | 12,390 | 0.0% | 0.13% | +4.1% |
| Q3 2017 | $432,000 | +6.4% | 12,390 | 0.0% | 0.12% | +8.9% |
| Q2 2017 | $406,000 | +46.0% | 12,390 | +36.3% | 0.11% | +41.8% |
| Q1 2017 | $278,000 | +4.5% | 9,090 | -3.2% | 0.08% | -1.2% |
| Q4 2016 | $266,000 | +5.6% | 9,390 | +9.3% | 0.08% | -4.8% |
| Q3 2016 | $252,000 | – | 8,590 | – | 0.08% | – |
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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% |