SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,000 | -66.7% | 32 | -69.2% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 104 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -57.1% | 104 | -44.1% | 0.00% | – |
| Q1 2022 | $7,000 | -22.2% | 186 | -19.1% | 0.00% | – |
| Q4 2021 | $9,000 | -35.7% | 230 | -34.8% | 0.00% | – |
| Q3 2021 | $14,000 | -12.5% | 353 | -10.6% | 0.00% | – |
| Q2 2021 | $16,000 | -30.4% | 395 | -34.5% | 0.00% | – |
| Q1 2021 | $23,000 | +27.8% | 603 | +15.5% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 522 | +2.6% | 0.00% | – |
| Q3 2020 | $15,000 | +50.0% | 509 | +41.4% | 0.00% | – |
| Q2 2020 | $10,000 | +100.0% | 360 | +63.6% | 0.00% | – |
| Q1 2020 | $5,000 | -54.5% | 220 | -32.1% | 0.00% | – |
| Q4 2019 | $11,000 | +83.3% | 324 | +71.4% | 0.00% | – |
| Q3 2019 | $6,000 | +50.0% | 189 | +32.2% | 0.00% | – |
| Q2 2019 | $4,000 | -33.3% | 143 | -29.9% | 0.00% | – |
| Q1 2019 | $6,000 | -14.3% | 204 | -21.2% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 259 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | +12.5% | 259 | +18.3% | 0.00% | – |
| Q2 2018 | $8,000 | 0.0% | 219 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | -11.1% | 219 | -16.4% | 0.00% | – |
| Q4 2017 | $9,000 | 0.0% | 262 | -1.5% | 0.00% | – |
| Q3 2017 | $9,000 | -35.7% | 266 | -37.4% | 0.00% | – |
| Q2 2017 | $14,000 | +40.0% | 425 | +33.6% | 0.00% | – |
| Q1 2017 | $10,000 | +11.1% | 318 | -2.2% | 0.00% | – |
| Q4 2016 | $9,000 | -10.0% | 325 | 0.0% | 0.00% | – |
| Q3 2016 | $10,000 | +66.7% | 325 | +42.5% | 0.00% | – |
| Q2 2016 | $6,000 | +50.0% | 228 | +39.0% | 0.00% | – |
| Q1 2016 | $4,000 | – | 164 | +925.0% | 0.00% | – |
| Q4 2015 | $0 | – | 16 | – | 0.00% | – |
Download | ||||||
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% |