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 | $739 | -3.1% | 23 | 0.0% | 0.00% | – |
| Q2 2023 | $763 | +0.1% | 23 | 0.0% | 0.00% | – |
| Q1 2023 | $762 | +1.6% | 23 | -4.2% | 0.00% | – |
| Q4 2022 | $750 | -25.0% | 24 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -92.3% | 24 | -94.5% | 0.00% | – |
| Q2 2022 | $13,000 | +30.0% | 439 | +60.2% | 0.00% | – |
| Q1 2022 | $10,000 | -33.3% | 274 | -32.5% | 0.00% | – |
| Q4 2021 | $15,000 | -51.6% | 406 | -49.1% | 0.00% | -100.0% |
| Q3 2021 | $31,000 | +210.0% | 797 | +212.5% | 0.00% | – |
| Q2 2021 | $10,000 | -37.5% | 255 | -40.7% | 0.00% | -100.0% |
| Q1 2021 | $16,000 | +77.8% | 430 | +68.6% | 0.00% | – |
| Q4 2020 | $9,000 | +350.0% | 255 | +431.2% | 0.00% | – |
| Q4 2019 | $2,000 | +100.0% | 48 | +29.7% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 37 | +27.6% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 29 | +7.4% | 0.00% | – |
| Q2 2018 | $1,000 | -92.3% | 27 | -94.5% | 0.00% | -100.0% |
| Q4 2015 | $13,000 | +1200.0% | 491 | +2131.8% | 0.00% | – |
| Q3 2015 | $1,000 | – | 22 | – | 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% |