SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,352 | +78.3% | 16,968 | +84.1% | 0.01% | +71.4% |
| Q2 2023 | $305,945 | -86.6% | 9,218 | -86.6% | 0.01% | -84.4% |
| Q1 2023 | $2,283,253 | +60.9% | 68,918 | +32.1% | 0.04% | 0.0% |
| Q3 2022 | $1,419,000 | +118.0% | 52,186 | +143.6% | 0.04% | +150.0% |
| Q2 2022 | $651,000 | -44.8% | 21,421 | -35.7% | 0.02% | -45.5% |
| Q1 2022 | $1,179,000 | -7.4% | 33,320 | -2.2% | 0.03% | -37.7% |
| Q4 2021 | $1,273,000 | -27.3% | 34,058 | -24.7% | 0.05% | -25.4% |
| Q3 2021 | $1,751,000 | -77.5% | 45,233 | -82.6% | 0.07% | -88.4% |
| Q3 2020 | $7,784,000 | +2621.7% | 260,337 | +3164.4% | 0.61% | +1515.8% |
| Q1 2018 | $286,000 | – | 7,975 | – | 0.04% | – |
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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% |