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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Opes Advisors Inc | 361,297 | $12,992,000 | 9.25% |
| O'Dell Group, LLC | 184,550 | $6,636,000 | 4.85% |
| Arlington Financial Advisors, LLC | 200,662 | $7,637,000 | 3.60% |
| Charles Schwab Investment Advisory, Inc. | 27,763,487 | $998,375,000 | 3.59% |
| Ackerman Capital Advisors, LLC | 169,859 | $5,921,000 | 2.51% |
| Sharkey, Howes & Javer | 109,165 | $3,926,000 | 2.29% |
| Cribstone Capital Management, LLC | 116,276 | $4,181,000 | 1.97% |
| First Capital Advisors Group, LLC. | 84,834 | $3,051,000 | 1.92% |
| Live Your Vision, LLC | 141,564 | $5,312,000 | 1.78% |
| Vigilant Capital Management, LLC | 347,823 | $12,508,000 | 1.64% |