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 | $220,021 | -6.1% | 7,061 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $234,355 | +0.2% | 7,061 | 0.0% | 0.02% | -4.2% |
Q1 2023 | $233,931 | +6.0% | 7,061 | 0.0% | 0.02% | +4.3% |
Q4 2022 | $220,727 | +2.7% | 7,061 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $215,000 | -14.0% | 7,061 | 0.0% | 0.02% | +4.5% |
Q1 2022 | $250,000 | -5.3% | 7,061 | 0.0% | 0.02% | -4.3% |
Q4 2021 | $264,000 | -2.9% | 7,061 | -10.5% | 0.02% | -8.0% |
Q3 2021 | $272,000 | +4.2% | 7,893 | +18.7% | 0.02% | 0.0% |
Q2 2021 | $261,000 | -2.6% | 6,647 | -7.2% | 0.02% | -10.7% |
Q1 2021 | $268,000 | +16.0% | 7,164 | +7.8% | 0.03% | +3.7% |
Q4 2020 | $231,000 | +4.5% | 6,647 | 0.0% | 0.03% | -12.9% |
Q4 2019 | $221,000 | +8.3% | 6,647 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $204,000 | -1.9% | 6,647 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $208,000 | +0.5% | 6,647 | 0.0% | 0.03% | -6.1% |
Q1 2019 | $207,000 | -10.0% | 6,647 | 0.0% | 0.03% | -10.8% |
Q3 2018 | $230,000 | -0.9% | 6,647 | 0.0% | 0.04% | -2.6% |
Q2 2018 | $232,000 | – | 6,647 | – | 0.04% | – |
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% |