SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 99 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,250 | -86.0% | 3,088 | -85.5% | 0.00% | – |
| Q2 2023 | $709,005 | +2.3% | 21,362 | +2.1% | 0.00% | – |
| Q1 2023 | $693,036 | +610.4% | 20,918 | +570.2% | 0.00% | – |
| Q4 2022 | $97,552 | +13.4% | 3,121 | -1.0% | 0.00% | – |
| Q3 2022 | $86,000 | -8.5% | 3,151 | +2.0% | 0.00% | – |
| Q2 2022 | $94,000 | -12.1% | 3,090 | +2.0% | 0.00% | – |
| Q1 2022 | $107,000 | -30.1% | 3,030 | -26.0% | 0.00% | – |
| Q4 2021 | $153,000 | -44.0% | 4,092 | -42.2% | 0.00% | – |
| Q3 2021 | $273,000 | -32.4% | 7,075 | -31.1% | 0.00% | – |
| Q2 2021 | $404,000 | +136.3% | 10,274 | +125.1% | 0.00% | – |
| Q1 2021 | $171,000 | +44.9% | 4,565 | +33.0% | 0.00% | – |
| Q4 2020 | $118,000 | +96.7% | 3,432 | +70.9% | 0.00% | – |
| Q3 2020 | $60,000 | -64.1% | 2,008 | -66.8% | 0.00% | – |
| Q2 2020 | $167,000 | -2.9% | 6,041 | -17.5% | 0.00% | – |
| Q1 2020 | $172,000 | +29.3% | 7,324 | +83.5% | 0.00% | – |
| Q4 2019 | $133,000 | +22.0% | 3,991 | +12.0% | 0.00% | – |
| Q3 2019 | $109,000 | -39.1% | 3,564 | -37.7% | 0.00% | – |
| Q2 2019 | $179,000 | +135.5% | 5,721 | +134.3% | 0.00% | – |
| Q1 2019 | $76,000 | +13.4% | 2,442 | +2.9% | 0.00% | – |
| Q4 2018 | $67,000 | 0.0% | 2,374 | +22.2% | 0.00% | – |
| Q3 2018 | $67,000 | +6.3% | 1,942 | +8.7% | 0.00% | – |
| Q2 2018 | $63,000 | +142.3% | 1,786 | +148.4% | 0.00% | – |
| Q1 2018 | $26,000 | +8.3% | 719 | +5.6% | 0.00% | – |
| Q4 2017 | $24,000 | +200.0% | 681 | +212.4% | 0.00% | – |
| Q3 2017 | $8,000 | +33.3% | 218 | +26.0% | 0.00% | – |
| Q2 2017 | $6,000 | +100.0% | 173 | +73.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |