SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,301 | +17.4% | 31,217 | +21.2% | 0.01% | +10.0% |
| Q2 2023 | $854,500 | -1.1% | 25,746 | -1.3% | 0.01% | -9.1% |
| Q1 2023 | $864,147 | +19.4% | 26,084 | +12.7% | 0.01% | +10.0% |
| Q4 2022 | $723,560 | +42.4% | 23,147 | +23.9% | 0.01% | +25.0% |
| Q3 2022 | $508,000 | +27.0% | 18,682 | +41.9% | 0.01% | +33.3% |
| Q2 2022 | $400,000 | -6.1% | 13,164 | +9.1% | 0.01% | 0.0% |
| Q1 2022 | $426,000 | +80.5% | 12,064 | +90.9% | 0.01% | +50.0% |
| Q4 2021 | $236,000 | -70.4% | 6,318 | -76.3% | 0.00% | -69.2% |
| Q3 2020 | $798,000 | – | 26,685 | – | 0.01% | – |
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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% |