SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $996,000 | +23.1% | 36,160 | +4.9% | 0.47% | +26.9% |
| Q1 2020 | $809,000 | -24.7% | 34,460 | +6.6% | 0.37% | +23.5% |
| Q4 2019 | $1,075,000 | +18.3% | 32,329 | +9.3% | 0.30% | +77.4% |
| Q3 2019 | $909,000 | +36.3% | 29,566 | +38.4% | 0.17% | +42.4% |
| Q2 2019 | $667,000 | +7.6% | 21,364 | +7.0% | 0.12% | +9.3% |
| Q1 2019 | $620,000 | +90.8% | 19,969 | +74.3% | 0.11% | +63.6% |
| Q4 2018 | $325,000 | -3.8% | 11,454 | +17.1% | 0.07% | -9.6% |
| Q3 2018 | $338,000 | -1.2% | 9,783 | -0.3% | 0.07% | -6.4% |
| Q2 2018 | $342,000 | – | 9,816 | – | 0.08% | – |
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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% |