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 | $278 | -6.1% | 8,656 | -3.0% | 0.00% | 0.0% |
| Q2 2023 | $296 | +9.2% | 8,921 | +9.2% | 0.00% | 0.0% |
| Q1 2023 | $271 | +8.0% | 8,169 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $251 | -99.9% | 8,018 | +4.5% | 0.00% | 0.0% |
| Q3 2022 | $209,000 | +0.5% | 7,670 | +37.7% | 0.00% | 0.0% |
| Q4 2021 | $208,000 | -3.3% | 5,569 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $215,000 | -98.0% | 5,546 | -98.3% | 0.00% | -98.8% |
| Q4 2019 | $10,893,000 | +12.9% | 327,624 | +4.4% | 0.08% | -1.2% |
| Q3 2019 | $9,647,000 | -1.4% | 313,924 | +0.2% | 0.08% | -5.6% |
| Q2 2019 | $9,781,000 | +2702.6% | 313,303 | +2687.9% | 0.09% | +2900.0% |
| Q1 2019 | $349,000 | +17.9% | 11,238 | +7.6% | 0.00% | 0.0% |
| Q4 2018 | $296,000 | -59.7% | 10,447 | -50.8% | 0.00% | -57.1% |
| Q3 2018 | $734,000 | +8.3% | 21,248 | +9.2% | 0.01% | 0.0% |
| Q2 2018 | $678,000 | +48.0% | 19,457 | +52.1% | 0.01% | +40.0% |
| Q1 2018 | $458,000 | +38.4% | 12,790 | +39.1% | 0.01% | +25.0% |
| Q4 2017 | $331,000 | – | 9,194 | – | 0.00% | – |
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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% |