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 | $19,124 | -8.3% | 595 | -5.3% | 0.00% | – |
| Q2 2023 | $20,844 | +706.7% | 628 | +705.1% | 0.00% | – |
| Q1 2023 | $2,584 | +6.0% | 78 | 0.0% | 0.00% | – |
| Q4 2022 | $2,438 | +21.9% | 78 | -1.3% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 79 | +1.3% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 78 | -11.4% | 0.00% | – |
| Q1 2022 | $3,000 | -50.0% | 88 | -43.2% | 0.00% | – |
| Q4 2021 | $6,000 | +100.0% | 155 | +98.7% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | +50.0% | 78 | +18.2% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 66 | +50.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 44 | -2.2% | 0.00% | – |
| Q1 2020 | $1,000 | -90.0% | 45 | -85.4% | 0.00% | – |
| Q4 2019 | $10,000 | +11.1% | 309 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | +800.0% | 309 | +586.7% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | -66.7% | 45 | -60.9% | 0.00% | – |
| Q4 2018 | $3,000 | +50.0% | 115 | +155.6% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 45 | +2.3% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | -97.6% | 44 | -98.5% | 0.00% | – |
| Q4 2016 | $85,000 | -3.4% | 3,000 | 0.0% | 0.00% | – |
| Q3 2016 | $88,000 | +8.6% | 3,000 | 0.0% | 0.00% | – |
| Q2 2016 | $81,000 | +1.2% | 3,000 | 0.0% | 0.00% | – |
| Q1 2016 | $80,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
| Q4 2015 | $80,000 | +3.9% | 3,000 | 0.0% | 0.00% | – |
| Q3 2015 | $77,000 | -8.3% | 3,000 | 0.0% | 0.00% | – |
| Q2 2015 | $84,000 | +2.4% | 3,000 | 0.0% | 0.00% | – |
| Q1 2015 | $82,000 | +6.5% | 3,000 | 0.0% | 0.00% | – |
| Q4 2014 | $77,000 | – | 3,000 | – | 0.00% | – |
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% |