SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $996,000 | +23.1% | 36,160 | +4.9% | 0.47% | +26.9% |
| Q1 2020 | $809,000 | -24.7% | 34,460 | +6.6% | 0.37% | +23.5% |
| Q4 2019 | $1,075,000 | +18.3% | 32,329 | +9.3% | 0.30% | +77.4% |
| Q3 2019 | $909,000 | +36.3% | 29,566 | +38.4% | 0.17% | +42.4% |
| Q2 2019 | $667,000 | +7.6% | 21,364 | +7.0% | 0.12% | +9.3% |
| Q1 2019 | $620,000 | +90.8% | 19,969 | +74.3% | 0.11% | +63.6% |
| Q4 2018 | $325,000 | -3.8% | 11,454 | +17.1% | 0.07% | -9.6% |
| Q3 2018 | $338,000 | -1.2% | 9,783 | -0.3% | 0.07% | -6.4% |
| Q2 2018 | $342,000 | – | 9,816 | – | 0.08% | – |
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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% |