SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 58 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $20,000 | +25.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $16,000 | -27.3% | 675 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $22,000 | +4.8% | 675 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $21,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $21,000 | 0.0% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $21,000 | -25.0% | 675 | -32.6% | 0.01% | -33.3% |
| Q4 2018 | $28,000 | -41.7% | 1,001 | -28.6% | 0.02% | -28.6% |
| Q3 2018 | $48,000 | -2.0% | 1,401 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $49,000 | +16.7% | 1,401 | +19.2% | 0.02% | +22.2% |
| Q1 2018 | $42,000 | -2.3% | 1,175 | -2.1% | 0.02% | -5.3% |
| Q4 2017 | $43,000 | +2.4% | 1,200 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $42,000 | +27.3% | 1,200 | +20.0% | 0.02% | +25.0% |
| Q2 2017 | $33,000 | +17.9% | 1,000 | +11.1% | 0.02% | +6.7% |
| Q1 2017 | $28,000 | – | 900 | – | 0.02% | – |
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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% |