SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $245,000 | +72.5% | 8,200 | +80.2% | 0.08% | +48.2% |
| Q2 2019 | $142,000 | -10.7% | 4,550 | 0.0% | 0.06% | -30.0% |
| Q2 2018 | $159,000 | -2.5% | 4,550 | 0.0% | 0.08% | -5.9% |
| Q1 2018 | $163,000 | -48.6% | 4,550 | -50.0% | 0.08% | -51.1% |
| Q3 2017 | $317,000 | +6.4% | 9,100 | 0.0% | 0.17% | +7.4% |
| Q2 2017 | $298,000 | +6.8% | 9,100 | 0.0% | 0.16% | +4.5% |
| Q1 2017 | $279,000 | – | 9,100 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 246,160 | $8,709,000 | 6.26% |
| Prairiewood Capital, LLC | 155,224 | $5,492,000 | 3.84% |
| Charles Schwab Investment Advisory, Inc. | 50,348,057 | $1,781,314,000 | 2.83% |
| Wade Financial Advisory, Inc | 179,246 | $6,342,000 | 2.72% |
| Sterling Financial Planning, Inc. | 84,287 | $2,982,000 | 1.88% |
| Shakespeare Wealth Management, LLC | 98,331 | $4,866,000 | 1.75% |
| RHS Financial, LLC | 63,242 | $2,237,000 | 1.65% |
| Shilanski & Associates, Inc. | 108,345 | $3,835,000 | 1.61% |
| Merriman Wealth Management, LLC | 553,290 | $19,575,000 | 1.61% |
| COLLECTIVE FAMILY OFFICE LLC | 103,939 | $3,677,000 | 1.40% |