SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,367 | -3.2% | 447 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $14,836 | +0.2% | 447 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $14,809 | +11.2% | 447 | +4.9% | 0.00% | 0.0% |
Q4 2022 | $13,317 | +11.0% | 426 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $12,000 | -7.7% | 426 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $13,000 | -7.1% | 426 | +7.0% | 0.00% | 0.0% |
Q1 2022 | $14,000 | -6.7% | 398 | 0.0% | 0.00% | -20.0% |
Q4 2021 | $15,000 | 0.0% | 398 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $15,000 | +650.0% | 398 | +531.7% | 0.01% | +400.0% |
Q2 2021 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $2,000 | +100.0% | 63 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,000 | -50.0% | 63 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $2,000 | – | 63 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Resource Planning Group | 187,346 | $6,206,769 | 5.04% |
Prairiewood Capital, LLC | 174,862 | $5,793,171 | 3.93% |
RF&L WEALTH MANAGEMENT, LLC | 90,637 | $3,002,804 | 2.91% |
Charles Schwab Investment Advisory, Inc. | 54,409,781 | $1,802,596,042 | 2.87% |
Wade Financial Advisory, Inc | 170,871 | $5,660,970 | 2.38% |
COLLECTIVE FAMILY OFFICE LLC | 160,916 | $5,331,147 | 2.20% |
Shilanski & Associates, Inc. | 138,115 | $4,549,503 | 2.04% |
Shore Point Advisors, LLC | 65,182 | $2,159,483 | 1.64% |
Opes Wealth Management LLC | 130,663 | $4,328,890 | 1.40% |
Sterling Financial Planning, Inc. | 77,306 | $2,561,140 | 1.39% |