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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,352 | +78.3% | 16,968 | +84.1% | 0.01% | +71.4% |
| Q2 2023 | $305,945 | -86.6% | 9,218 | -86.6% | 0.01% | -84.4% |
| Q1 2023 | $2,283,253 | +60.9% | 68,918 | +32.1% | 0.04% | 0.0% |
| Q3 2022 | $1,419,000 | +118.0% | 52,186 | +143.6% | 0.04% | +150.0% |
| Q2 2022 | $651,000 | -44.8% | 21,421 | -35.7% | 0.02% | -45.5% |
| Q1 2022 | $1,179,000 | -7.4% | 33,320 | -2.2% | 0.03% | -37.7% |
| Q4 2021 | $1,273,000 | -27.3% | 34,058 | -24.7% | 0.05% | -25.4% |
| Q3 2021 | $1,751,000 | -77.5% | 45,233 | -82.6% | 0.07% | -88.4% |
| Q3 2020 | $7,784,000 | +2621.7% | 260,337 | +3164.4% | 0.61% | +1515.8% |
| Q1 2018 | $286,000 | – | 7,975 | – | 0.04% | – |
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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% |