SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $12,000 | -7.7% | 344 | -21.3% | 0.00% | – |
| Q3 2019 | $13,000 | +62.5% | 437 | +60.7% | 0.00% | – |
| Q2 2019 | $8,000 | -57.9% | 272 | -57.4% | 0.00% | – |
| Q1 2019 | $19,000 | -92.4% | 639 | -92.8% | 0.00% | -100.0% |
| Q4 2018 | $251,000 | +765.5% | 8,853 | +934.2% | 0.00% | – |
| Q3 2018 | $29,000 | +314.3% | 856 | +328.0% | 0.00% | – |
| Q2 2018 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | -12.5% | 200 | -14.2% | 0.00% | – |
| Q4 2017 | $8,000 | +14.3% | 233 | +16.5% | 0.00% | – |
| Q3 2017 | $7,000 | -69.6% | 200 | -71.4% | 0.00% | – |
| Q2 2017 | $23,000 | +9.5% | 700 | 0.0% | 0.00% | – |
| Q1 2017 | $21,000 | +250.0% | 700 | +250.0% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | – | 200 | – | 0.00% | – |
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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% |