SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 46 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $379,000 | +5.6% | 10,965 | +6.6% | 0.22% | +18.7% |
| Q2 2018 | $359,000 | +1.7% | 10,283 | +4.4% | 0.18% | -2.7% |
| Q1 2018 | $353,000 | +4.7% | 9,854 | +5.3% | 0.19% | +8.7% |
| Q4 2017 | $337,000 | +14.6% | 9,358 | +10.9% | 0.17% | +7.5% |
| Q3 2017 | $294,000 | +18.1% | 8,439 | +11.1% | 0.16% | +9.6% |
| Q2 2017 | $249,000 | +22.7% | 7,593 | +14.5% | 0.15% | +13.2% |
| Q1 2017 | $203,000 | -2.4% | 6,631 | -18.2% | 0.13% | -5.8% |
| Q4 2014 | $208,000 | – | 8,105 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 246,160 | $8,709,000 | 6.26% |
| Prairiewood Capital, LLC | 155,224 | $5,492,000 | 3.84% |
| Charles Schwab Investment Advisory, Inc. | 50,348,057 | $1,781,314,000 | 2.83% |
| Wade Financial Advisory, Inc | 179,246 | $6,342,000 | 2.72% |
| Sterling Financial Planning, Inc. | 84,287 | $2,982,000 | 1.88% |
| Shakespeare Wealth Management, LLC | 98,331 | $4,866,000 | 1.75% |
| RHS Financial, LLC | 63,242 | $2,237,000 | 1.65% |
| Shilanski & Associates, Inc. | 108,345 | $3,835,000 | 1.61% |
| Merriman Wealth Management, LLC | 553,290 | $19,575,000 | 1.61% |
| COLLECTIVE FAMILY OFFICE LLC | 103,939 | $3,677,000 | 1.40% |