SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 120 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $225,000 | +9.2% | 6,462 | -6.2% | 0.14% | 0.0% |
| Q3 2020 | $206,000 | -1.4% | 6,891 | -9.3% | 0.14% | -10.1% |
| Q2 2020 | $209,000 | -1.4% | 7,600 | -15.7% | 0.16% | -19.4% |
| Q1 2020 | $212,000 | -23.7% | 9,013 | +7.9% | 0.20% | -9.7% |
| Q4 2019 | $278,000 | -4.1% | 8,356 | -11.5% | 0.22% | -14.9% |
| Q3 2019 | $290,000 | -24.3% | 9,445 | -23.0% | 0.26% | -17.2% |
| Q2 2019 | $383,000 | -17.5% | 12,261 | -17.9% | 0.31% | -14.2% |
| Q1 2019 | $464,000 | -8.3% | 14,940 | -16.3% | 0.36% | +5.3% |
| Q4 2018 | $506,000 | -44.9% | 17,844 | -33.0% | 0.34% | -29.1% |
| Q3 2018 | $919,000 | +8.6% | 26,624 | +9.8% | 0.48% | +6.2% |
| Q2 2018 | $846,000 | +6.8% | 24,248 | +9.7% | 0.45% | +2.7% |
| Q1 2018 | $792,000 | +6.2% | 22,111 | +6.5% | 0.44% | +5.3% |
| Q4 2017 | $746,000 | – | 20,753 | – | 0.42% | – |
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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% |