SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,220,000 | +53.3% | 37,969 | +58.3% | 0.00% | 0.0% |
| Q2 2023 | $796,000 | +21.5% | 23,992 | +21.0% | 0.00% | +100.0% |
| Q1 2023 | $655,000 | -6.4% | 19,830 | -11.8% | 0.00% | -50.0% |
| Q4 2022 | $700,000 | +63.9% | 22,472 | +40.5% | 0.00% | +100.0% |
| Q3 2022 | $427,000 | -1.4% | 15,999 | +10.8% | 0.00% | 0.0% |
| Q2 2022 | $433,000 | -19.4% | 14,434 | -7.2% | 0.00% | 0.0% |
| Q1 2022 | $537,000 | -5.0% | 15,554 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $565,000 | +25.8% | 15,456 | +28.4% | 0.00% | 0.0% |
| Q3 2021 | $449,000 | -29.3% | 12,037 | -26.5% | 0.00% | -50.0% |
| Q2 2021 | $635,000 | +214.4% | 16,371 | +197.4% | 0.00% | +100.0% |
| Q1 2021 | $202,000 | -69.9% | 5,504 | -73.3% | 0.00% | -75.0% |
| Q4 2019 | $670,000 | +68.3% | 20,647 | +51.3% | 0.00% | +100.0% |
| Q3 2019 | $398,000 | +5.9% | 13,650 | +30.4% | 0.00% | -33.3% |
| Q4 2017 | $376,000 | – | 10,464 | – | 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% |