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 2022 | $14,280 | +19.0% | 457 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $12,000 | -42.9% | 456 | -35.4% | 0.00% | -40.0% |
Q2 2022 | $21,000 | -22.2% | 706 | -6.6% | 0.01% | 0.0% |
Q1 2022 | $27,000 | -3.6% | 756 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $28,000 | -3.4% | 756 | +0.1% | 0.01% | -16.7% |
Q3 2021 | $29,000 | -3.3% | 755 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $30,000 | +7.1% | 755 | +0.1% | 0.01% | 0.0% |
Q1 2021 | $28,000 | +21.7% | 754 | -0.1% | 0.01% | 0.0% |
Q3 2020 | $23,000 | -61.0% | 755 | -64.9% | 0.01% | -60.0% |
Q2 2020 | $59,000 | +18.0% | 2,148 | 0.0% | 0.02% | +7.1% |
Q1 2020 | $50,000 | -58.7% | 2,148 | -40.8% | 0.01% | -50.0% |
Q4 2019 | $121,000 | – | 3,630 | – | 0.03% | – |
Download |
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% |