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 | $1,067,691 | +352.4% | 33,220 | +425.5% | 0.00% | +200.0% |
| Q4 2021 | $236,000 | +13.5% | 6,321 | +19.5% | 0.00% | 0.0% |
| Q2 2021 | $208,000 | -46.3% | 5,289 | -48.9% | 0.00% | 0.0% |
| Q1 2021 | $387,000 | -4.4% | 10,342 | -11.2% | 0.00% | 0.0% |
| Q4 2020 | $405,000 | -11.8% | 11,651 | -24.0% | 0.00% | -50.0% |
| Q3 2020 | $459,000 | +4.1% | 15,338 | -4.2% | 0.00% | 0.0% |
| Q2 2020 | $441,000 | -89.1% | 16,004 | -90.7% | 0.00% | -89.5% |
| Q1 2020 | $4,056,000 | -25.2% | 172,757 | +6.0% | 0.02% | 0.0% |
| Q4 2019 | $5,421,000 | +14.4% | 163,033 | +5.7% | 0.02% | 0.0% |
| Q3 2019 | $4,740,000 | +4.2% | 154,250 | +5.8% | 0.02% | +5.6% |
| Q2 2019 | $4,551,000 | +17.5% | 145,758 | +17.0% | 0.02% | -21.7% |
| Q1 2019 | $3,872,000 | – | 124,622 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 187,346 | $6,206,769 | 5.04% |
| Prairiewood Capital, LLC | 174,862 | $5,793,171 | 3.93% |
| RF&L WEALTH MANAGEMENT, LLC | 90,637 | $3,002,804 | 2.91% |
| Charles Schwab Investment Advisory, Inc. | 54,409,781 | $1,802,596,042 | 2.87% |
| Wade Financial Advisory, Inc | 170,871 | $5,660,970 | 2.38% |
| COLLECTIVE FAMILY OFFICE LLC | 160,916 | $5,331,147 | 2.20% |
| Shilanski & Associates, Inc. | 138,115 | $4,549,503 | 2.04% |
| Shore Point Advisors, LLC | 65,182 | $2,159,483 | 1.64% |
| Opes Wealth Management LLC | 130,663 | $4,328,890 | 1.40% |
| Sterling Financial Planning, Inc. | 77,306 | $2,561,140 | 1.39% |