SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |