SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 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% |