SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 133 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $104,000 | -1.0% | 3,374 | +0.3% | 0.04% | -2.2% |
| Q2 2019 | $105,000 | 0.0% | 3,365 | 0.0% | 0.05% | -8.0% |
| Q1 2019 | $105,000 | +10.5% | 3,365 | 0.0% | 0.05% | +4.2% |
| Q4 2018 | $95,000 | +66.7% | 3,365 | +92.6% | 0.05% | +77.8% |
| Q3 2018 | $57,000 | -6.6% | 1,747 | 0.0% | 0.03% | -10.0% |
| Q2 2018 | $61,000 | -3.2% | 1,747 | 0.0% | 0.03% | -6.2% |
| Q1 2018 | $63,000 | 0.0% | 1,747 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $63,000 | +5.0% | 1,747 | +2.0% | 0.03% | 0.0% |
| Q3 2017 | $60,000 | +7.1% | 1,713 | 0.0% | 0.03% | -8.3% |
| Q2 2017 | $56,000 | +7.7% | 1,713 | 0.0% | 0.04% | +2.9% |
| Q1 2017 | $52,000 | +246.7% | 1,713 | +216.6% | 0.04% | +191.7% |
| Q4 2016 | $15,000 | – | 541 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 246,160 | $8,709,000 | 6.26% |
| Prairiewood Capital, LLC | 155,224 | $5,492,000 | 3.84% |
| Charles Schwab Investment Advisory, Inc. | 50,348,057 | $1,781,314,000 | 2.83% |
| Wade Financial Advisory, Inc | 179,246 | $6,342,000 | 2.72% |
| Sterling Financial Planning, Inc. | 84,287 | $2,982,000 | 1.88% |
| Shakespeare Wealth Management, LLC | 98,331 | $4,866,000 | 1.75% |
| RHS Financial, LLC | 63,242 | $2,237,000 | 1.65% |
| Shilanski & Associates, Inc. | 108,345 | $3,835,000 | 1.61% |
| Merriman Wealth Management, LLC | 553,290 | $19,575,000 | 1.61% |
| COLLECTIVE FAMILY OFFICE LLC | 103,939 | $3,677,000 | 1.40% |