SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,881,780 | -2.3% | 410,771 | +5.5% | 0.78% | +1.7% |
| Q2 2023 | $13,188,280 | +38.8% | 389,379 | +35.7% | 0.77% | +27.5% |
| Q1 2023 | $9,504,109 | +26.8% | 286,873 | +19.6% | 0.60% | +19.1% |
| Q4 2022 | $7,495,977 | +55.1% | 239,795 | +34.9% | 0.51% | +36.7% |
| Q3 2022 | $4,834,000 | +28.7% | 177,773 | +44.0% | 0.37% | +33.0% |
| Q2 2022 | $3,755,000 | +104.3% | 123,481 | +137.7% | 0.28% | +130.6% |
| Q1 2022 | $1,838,000 | +296.1% | 51,959 | +318.3% | 0.12% | +266.7% |
| Q4 2021 | $464,000 | – | 12,422 | – | 0.03% | – |
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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% |