SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739 | -3.1% | 23 | 0.0% | 0.00% | – |
| Q2 2023 | $763 | +0.1% | 23 | 0.0% | 0.00% | – |
| Q1 2023 | $762 | +1.6% | 23 | -4.2% | 0.00% | – |
| Q4 2022 | $750 | -25.0% | 24 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -92.3% | 24 | -94.5% | 0.00% | – |
| Q2 2022 | $13,000 | +30.0% | 439 | +60.2% | 0.00% | – |
| Q1 2022 | $10,000 | -33.3% | 274 | -32.5% | 0.00% | – |
| Q4 2021 | $15,000 | -51.6% | 406 | -49.1% | 0.00% | -100.0% |
| Q3 2021 | $31,000 | +210.0% | 797 | +212.5% | 0.00% | – |
| Q2 2021 | $10,000 | -37.5% | 255 | -40.7% | 0.00% | -100.0% |
| Q1 2021 | $16,000 | +77.8% | 430 | +68.6% | 0.00% | – |
| Q4 2020 | $9,000 | +350.0% | 255 | +431.2% | 0.00% | – |
| Q4 2019 | $2,000 | +100.0% | 48 | +29.7% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 37 | +27.6% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 29 | +7.4% | 0.00% | – |
| Q2 2018 | $1,000 | -92.3% | 27 | -94.5% | 0.00% | -100.0% |
| Q4 2015 | $13,000 | +1200.0% | 491 | +2131.8% | 0.00% | – |
| Q3 2015 | $1,000 | – | 22 | – | 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% |