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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $427,774 | +14.0% | 12,912 | +7.6% | 0.00% | -20.0% |
| Q4 2022 | $375,120 | +15.1% | 12,000 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $326,000 | -10.4% | 12,000 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $364,000 | -14.2% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $424,000 | -5.4% | 12,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $448,000 | -3.4% | 12,000 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $464,000 | -1.5% | 12,000 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $471,000 | +53.4% | 12,000 | +46.3% | 0.01% | +40.0% |
| Q1 2021 | $307,000 | +7.7% | 8,200 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $285,000 | +16.3% | 8,200 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $245,000 | +8.4% | 8,200 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $226,000 | -17.2% | 8,200 | 0.0% | 0.01% | -36.4% |
| Q4 2019 | $273,000 | +8.3% | 8,200 | 0.0% | 0.01% | -15.4% |
| Q3 2019 | $252,000 | – | 8,200 | – | 0.01% | – |
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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% |