SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $368,000 | -3.2% | 9,517 | -1.7% | 0.06% | -5.0% |
| Q2 2021 | $380,000 | -3.3% | 9,682 | -7.7% | 0.06% | -28.6% |
| Q1 2021 | $393,000 | +2.3% | 10,487 | -5.1% | 0.08% | -12.5% |
| Q4 2020 | $384,000 | -26.6% | 11,052 | -36.8% | 0.10% | -40.7% |
| Q3 2020 | $523,000 | -27.1% | 17,491 | -32.8% | 0.16% | -36.0% |
| Q2 2020 | $717,000 | -66.8% | 26,032 | -71.7% | 0.25% | -80.0% |
| Q1 2020 | $2,162,000 | -57.8% | 92,080 | -40.3% | 1.26% | -64.2% |
| Q4 2019 | $5,129,000 | +34.0% | 154,270 | +23.8% | 3.52% | +22.2% |
| Q3 2019 | $3,828,000 | +10.4% | 124,563 | +12.2% | 2.88% | -2.5% |
| Q2 2019 | $3,467,000 | +13.8% | 111,046 | +13.2% | 2.96% | +6.9% |
| Q1 2019 | $3,047,000 | +266.7% | 98,058 | +234.5% | 2.76% | +129.2% |
| Q4 2018 | $831,000 | – | 29,318 | – | 1.21% | – |
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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% |