SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $1,360,000 | -29.4% | 57,899 | -0.1% | 0.63% | -9.9% |
Q4 2019 | $1,927,000 | +8.3% | 57,948 | +0.1% | 0.70% | +1.2% |
Q3 2019 | $1,780,000 | -1.4% | 57,891 | +0.1% | 0.69% | -3.4% |
Q2 2019 | $1,806,000 | +0.3% | 57,826 | -0.1% | 0.72% | -4.5% |
Q1 2019 | $1,800,000 | – | 57,912 | – | 0.75% | – |
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% |