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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,066,000 | +8.3% | 86,653 | +14.4% | 0.00% | 0.0% |
| Q4 2021 | $2,831,000 | +2.7% | 75,736 | +6.4% | 0.00% | 0.0% |
| Q3 2021 | $2,756,000 | +23.1% | 71,185 | +24.9% | 0.00% | +33.3% |
| Q2 2021 | $2,238,000 | +20.8% | 57,013 | +15.3% | 0.00% | 0.0% |
| Q1 2021 | $1,853,000 | +33.8% | 49,459 | +24.2% | 0.00% | +50.0% |
| Q4 2020 | $1,385,000 | +91.8% | 39,807 | +64.9% | 0.00% | +100.0% |
| Q3 2020 | $722,000 | +69.9% | 24,147 | +56.6% | 0.00% | 0.0% |
| Q2 2020 | $425,000 | +36.2% | 15,422 | +15.6% | 0.00% | 0.0% |
| Q1 2020 | $312,000 | -64.3% | 13,344 | -49.4% | 0.00% | -50.0% |
| Q4 2019 | $874,000 | +21.1% | 26,363 | +12.2% | 0.00% | 0.0% |
| Q3 2019 | $722,000 | +226.7% | 23,499 | +232.7% | 0.00% | +100.0% |
| Q2 2019 | $221,000 | -81.0% | 7,063 | -78.2% | 0.00% | -75.0% |
| Q4 2017 | $1,163,000 | +137.8% | 32,358 | +131.1% | 0.00% | +100.0% |
| Q3 2017 | $489,000 | – | 13,999 | – | 0.00% | – |
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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% |