SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,007 | -3.2% | 218 | 0.0% | 0.00% | – |
| Q2 2023 | $7,235 | +0.2% | 218 | 0.0% | 0.00% | – |
| Q1 2023 | $7,222 | +6.0% | 218 | 0.0% | 0.00% | – |
| Q4 2022 | $6,815 | +70.4% | 218 | +61.5% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 135 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 135 | +2.3% | 0.00% | – |
| Q1 2022 | $5,000 | +25.0% | 132 | +29.4% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -99.9% | 102 | -50.0% | 0.00% | – |
| Q1 2021 | $7,642,000 | +84811.1% | 204 | -23.9% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 268 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +60.0% | 268 | +61.4% | 0.00% | – |
| Q2 2020 | $5,000 | +66.7% | 166 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 166 | -4.6% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 174 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | -16.7% | 174 | +4.8% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | +20.0% | 166 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 166 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $5,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | +66.7% | 166 | +39.5% | 0.00% | – |
| Q1 2017 | $3,000 | – | 119 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 242,485 | $9,067,000 | 6.08% |
| Prairiewood Capital, LLC | 131,930 | $4,933,000 | 3.90% |
| Charles Schwab Investment Advisory, Inc. | 50,060,709 | $1,871,769,000 | 2.94% |
| Wade Financial Advisory, Inc | 141,652 | $5,296,000 | 2.75% |
| Merriman Wealth Management, LLC | 1,501,272 | $57,772,000 | 2.28% |
| RHS Financial, LLC | 76,323 | $2,854,000 | 1.98% |
| Sterling Financial Planning, Inc. | 82,344 | $3,079,000 | 1.92% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 83,578 | $4,516,000 | 1.61% |
| Shilanski & Associates, Inc. | 98,142 | $3,670,000 | 1.56% |
| Clarius Group, LLC | 429,861 | $16,073,000 | 1.27% |