SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 123 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $511,000 | -31.0% | 21,765 | -2.4% | 0.80% | +22.3% |
| Q4 2019 | $741,000 | +7.4% | 22,290 | -0.7% | 0.65% | -4.7% |
| Q3 2019 | $690,000 | -11.7% | 22,452 | -10.3% | 0.69% | -5.6% |
| Q2 2019 | $781,000 | +2.5% | 25,026 | +2.0% | 0.73% | +35.9% |
| Q1 2019 | $762,000 | – | 24,541 | – | 0.54% | – |
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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% |