SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 46 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $286,000 | 0.0% | 9,355 | 0.0% | 0.11% | -10.0% |
| Q1 2017 | $286,000 | +12.2% | 9,355 | +3.9% | 0.12% | +5.3% |
| Q4 2016 | $255,000 | -3.4% | 9,000 | 0.0% | 0.11% | -7.3% |
| Q3 2016 | $264,000 | +8.6% | 9,000 | 0.0% | 0.12% | -13.4% |
| Q2 2016 | $243,000 | +0.8% | 9,000 | 0.0% | 0.14% | +12.7% |
| Q1 2016 | $241,000 | +0.8% | 9,000 | 0.0% | 0.13% | -8.0% |
| Q4 2015 | $239,000 | +4.4% | 9,000 | 0.0% | 0.14% | +10.5% |
| Q3 2015 | $229,000 | -8.8% | 9,000 | 0.0% | 0.12% | -3.1% |
| Q2 2015 | $251,000 | +2.4% | 9,000 | 0.0% | 0.13% | +2.4% |
| Q1 2015 | $245,000 | +6.1% | 9,000 | 0.0% | 0.12% | +6.8% |
| Q4 2014 | $231,000 | -4.9% | 9,000 | 0.0% | 0.12% | -9.3% |
| Q3 2014 | $243,000 | -7.3% | 9,000 | 0.0% | 0.13% | -4.4% |
| Q2 2014 | $262,000 | +4.4% | 9,000 | 0.0% | 0.14% | -1.5% |
| Q1 2014 | $251,000 | +1.2% | 9,000 | 0.0% | 0.14% | -2.8% |
| Q4 2013 | $248,000 | – | 9,000 | – | 0.14% | – |
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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% |