SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 129 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,072,000 | +5.8% | 92,404 | -2.2% | 0.91% | -9.4% |
| Q3 2019 | $2,904,000 | -15.7% | 94,507 | -14.3% | 1.00% | +5794.1% |
| Q2 2019 | $3,444,000 | +0.1% | 110,300 | -0.4% | 0.02% | -5.6% |
| Q1 2019 | $3,440,000 | +7.9% | 110,710 | -1.6% | 0.02% | -92.7% |
| Q4 2018 | $3,189,000 | -48.3% | 112,498 | -34.4% | 0.25% | -90.0% |
| Q1 2018 | $6,165,000 | +4.1% | 171,449 | +0.9% | 2.47% | -1.7% |
| Q4 2017 | $5,921,000 | +5.0% | 169,859 | -1.3% | 2.51% | +6.6% |
| Q2 2017 | $5,637,000 | – | 172,126 | – | 2.36% | – |
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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% |