SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $173,949 | -0.8% | 5,241 | -1.0% | 0.04% | -7.7% |
| Q1 2023 | $175,357 | +148.7% | 5,293 | +134.6% | 0.04% | +129.4% |
| Q4 2022 | $70,523 | -57.5% | 2,256 | -63.0% | 0.02% | -62.2% |
| Q3 2022 | $166,000 | -10.8% | 6,101 | 0.0% | 0.04% | -11.8% |
| Q2 2022 | $186,000 | -14.7% | 6,101 | -1.1% | 0.05% | -1.9% |
| Q1 2022 | $218,000 | -28.5% | 6,171 | -24.3% | 0.05% | -31.6% |
| Q4 2021 | $305,000 | +626.2% | 8,151 | +477.3% | 0.08% | +153.3% |
| Q3 2021 | $42,000 | -87.5% | 1,412 | -83.6% | 0.03% | -68.8% |
| Q2 2021 | $337,000 | +535.8% | 8,591 | +508.4% | 0.10% | +380.0% |
| Q1 2021 | $53,000 | +8.2% | 1,412 | 0.0% | 0.02% | -33.3% |
| Q4 2020 | $49,000 | +16.7% | 1,412 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $42,000 | -33.3% | 1,412 | -38.1% | 0.03% | -42.3% |
| Q2 2020 | $63,000 | -54.0% | 2,282 | -60.8% | 0.05% | -62.6% |
| Q1 2020 | $137,000 | -34.8% | 5,822 | -7.9% | 0.14% | -28.4% |
| Q4 2019 | $210,000 | – | 6,322 | – | 0.19% | – |
Download | ||||||
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% |