SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $972,000 | +106.8% | 35,284 | +76.4% | 0.17% | -21.1% |
| Q1 2020 | $470,000 | -28.4% | 19,999 | +1.4% | 0.22% | -26.8% |
| Q4 2019 | $656,000 | +7.2% | 19,723 | -1.0% | 0.30% | +2.8% |
| Q3 2019 | $612,000 | -66.1% | 19,930 | -65.5% | 0.29% | -66.2% |
| Q2 2019 | $1,803,000 | -10.3% | 57,754 | -10.7% | 0.86% | -22.1% |
| Q1 2019 | $2,010,000 | +14.7% | 64,694 | +4.7% | 1.10% | -0.8% |
| Q4 2018 | $1,752,000 | – | 61,813 | – | 1.11% | – |
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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% |