SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
Arlington Financial Advisors, LLC | 342,876 | $11,401,000 | 6.34% |
Opes Wealth Management LLC | 290,634 | $9,664,000 | 5.92% |
Resource Planning Group | 289,432 | $9,624,000 | 5.52% |
RHS Financial, LLC | 125,445 | $4,171,000 | 4.36% |
Strategic Blueprint, LLC | 154,270 | $5,129,000 | 3.52% |
Relaxing Retirement Coach | 348,681 | $11,587,000 | 3.39% |
O'Dell Group, LLC | 190,870 | $6,346,000 | 3.18% |
Shakespeare Wealth Management, LLC | 103,819 | $4,656,000 | 2.52% |
Clarius Group, LLC | 480,011 | $15,850,000 | 2.51% |
JANICZEK WEALTH MANAGEMENT, LLC | 163,612 | $5,440,000 | 2.45% |