SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 61 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,308,070 | -1.9% | 71,813 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $2,353,403 | +9.5% | 70,907 | +9.3% | 0.00% | 0.0% |
| Q1 2023 | $2,148,845 | +22.6% | 64,861 | +15.7% | 0.00% | 0.0% |
| Q4 2022 | $1,752,217 | +767.4% | 56,053 | +743.3% | 0.00% | – |
| Q2 2022 | $202,000 | -0.5% | 6,647 | +2.2% | 0.00% | – |
| Q2 2019 | $203,000 | -98.1% | 6,503 | -97.9% | 0.00% | -100.0% |
| Q1 2018 | $10,874,000 | +3.8% | 303,605 | +4.2% | 0.02% | +5.3% |
| Q4 2017 | $10,477,000 | +6.4% | 291,357 | +3.1% | 0.02% | -5.0% |
| Q3 2017 | $9,848,000 | +11.3% | 282,509 | +4.5% | 0.02% | +5.3% |
| Q2 2017 | $8,851,000 | – | 270,261 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 1,229,971 | $36,776,000 | 5.50% |
| Resource Planning Group | 237,380 | $7,098,000 | 5.39% |
| RHS Financial, LLC | 150,843 | $4,510,000 | 4.54% |
| Charles Schwab Investment Advisory, Inc. | 40,499,027 | $1,210,921,000 | 2.88% |
| Shakespeare Wealth Management, LLC | 96,972 | $3,935,000 | 2.07% |
| Relaxing Retirement Coach | 152,548 | $4,558,000 | 1.99% |
| Wade Financial Advisory, Inc | 65,435 | $1,957,000 | 1.54% |
| Clarius Group, LLC | 394,613 | $11,799,000 | 1.52% |
| JANICZEK WEALTH MANAGEMENT, LLC | 82,827 | $2,477,000 | 1.33% |
| Charles Schwab Trust Co | 139,543 | $4,172,000 | 1.28% |