SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 163 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $237,000 | -15.4% | 7,951 | +0.6% | 0.03% | -17.1% |
| Q1 2022 | $280,000 | -52.5% | 7,902 | -49.9% | 0.04% | -57.7% |
| Q4 2021 | $589,000 | -4.7% | 15,763 | -1.3% | 0.10% | -12.6% |
| Q3 2021 | $618,000 | -0.8% | 15,976 | +0.6% | 0.11% | -22.9% |
| Q2 2021 | $623,000 | +0.5% | 15,879 | -4.0% | 0.14% | -48.0% |
| Q1 2021 | $620,000 | +2.8% | 16,546 | -4.6% | 0.28% | -46.4% |
| Q4 2020 | $603,000 | +14.4% | 17,350 | -1.6% | 0.52% | +22.5% |
| Q3 2020 | $527,000 | -13.6% | 17,641 | -20.4% | 0.42% | -33.4% |
| Q2 2020 | $610,000 | -5.6% | 22,161 | -19.4% | 0.63% | -40.7% |
| Q1 2020 | $646,000 | -22.4% | 27,509 | +9.7% | 1.07% | +14.5% |
| Q4 2019 | $833,000 | – | 25,067 | – | 0.93% | – |
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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% |