SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. 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 | 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% |