SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $19,000 | +216.7% | 500 | +222.6% | 0.00% | – |
| Q1 2021 | $6,000 | -40.0% | 155 | -46.9% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | – | 292 | +5740.0% | 0.00% | – |
| Q3 2020 | $0 | – | 5 | -44.4% | 0.00% | – |
| Q2 2020 | $0 | – | 9 | +125.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 4 | -94.0% | 0.00% | – |
| Q4 2019 | $2,000 | – | 67 | +378.6% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 14 | -87.8% | 0.00% | – |
| Q1 2019 | $4,000 | -99.9% | 115 | -55.8% | 0.00% | -100.0% |
| Q2 2016 | $7,017,000 | – | 260 | – | 0.00% | – |
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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% |