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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,416,418 | -4.9% | 75,184 | -1.8% | 1.24% | -1.7% |
| Q2 2023 | $2,540,665 | -0.8% | 76,549 | -1.0% | 1.26% | -9.4% |
| Q1 2023 | $2,561,140 | +3.8% | 77,306 | -2.1% | 1.39% | -5.6% |
| Q4 2022 | $2,467,470 | +16.1% | 78,934 | +1.0% | 1.47% | -1.3% |
| Q3 2022 | $2,126,000 | -9.1% | 78,188 | +1.6% | 1.49% | -9.4% |
| Q2 2022 | $2,340,000 | -21.5% | 76,965 | -8.7% | 1.64% | -12.4% |
| Q1 2022 | $2,982,000 | -3.2% | 84,287 | +2.4% | 1.88% | -2.5% |
| Q4 2021 | $3,079,000 | +4.8% | 82,344 | +8.5% | 1.92% | +2.9% |
| Q3 2021 | $2,937,000 | +13.5% | 75,864 | +15.1% | 1.87% | +11.3% |
| Q2 2021 | $2,587,000 | +39.8% | 65,916 | +33.4% | 1.68% | +27.3% |
| Q1 2021 | $1,851,000 | +1552.7% | 49,401 | +1429.4% | 1.32% | +1366.7% |
| Q4 2020 | $112,000 | – | 3,230 | – | 0.09% | – |
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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% |