Mariner, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mariner, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$856,728
-18.5%
26,656
-15.8%
0.00%
-33.3%
Q2 2023$1,051,306
+103989.7%
31,675
+3.9%
0.00%0.0%
Q1 2023$1,010
+5.4%
30,493
-0.5%
0.00%0.0%
Q4 2022$958
-99.9%
30,660
-15.7%
0.00%
-25.0%
Q3 2022$989,000
-23.3%
36,380
-14.2%
0.00%
-20.0%
Q2 2022$1,289,000
-22.3%
42,399
-9.6%
0.01%
-16.7%
Q1 2022$1,659,000
+23.9%
46,885
+30.9%
0.01%0.0%
Q4 2021$1,339,000
-3.5%
35,816
-0.1%
0.01%
-14.3%
Q3 2021$1,388,000
+42.2%
35,864
+44.2%
0.01%
+16.7%
Q2 2021$976,000
+33.5%
24,867
+27.4%
0.01%
+20.0%
Q1 2021$731,000
+122.9%
19,516
+64.0%
0.01%
+66.7%
Q2 2020$328,000
+1.9%
11,901
-13.2%
0.00%
-25.0%
Q1 2020$322,000
-17.2%
13,705
+17.1%
0.00%0.0%
Q4 2019$389,00011,6990.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
Resource Planning Group 180,175$5,790,8234.91%
Prairiewood Capital, LLC 182,152$5,854,3703.80%
RF&L WEALTH MANAGEMENT, LLC 96,452$3,099,9672.88%
Charles Schwab Investment Advisory, Inc. 55,089,039$1,770,561,7202.80%
Wade Financial Advisory, Inc 180,158$5,790,2742.48%
COLLECTIVE FAMILY OFFICE LLC 188,111$6,045,8882.36%
Shilanski & Associates, Inc. 147,426$4,738,2781.93%
Shore Point Advisors, LLC 75,255$2,418,7051.75%
Cherry Tree Wealth Management, LLC 167,505$5,383,6001.58%
Opes Wealth Management LLC 160,120$5,146,2801.43%
View complete list of SCHWAB STRATEGIC TR shareholders