SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $598,000 | +3.1% | 16,636 | 0.0% | 0.11% | 0.0% |
| Q3 2017 | $580,000 | +3.6% | 16,636 | -2.7% | 0.11% | -1.8% |
| Q2 2017 | $560,000 | +6.9% | 17,106 | 0.0% | 0.11% | 0.0% |
| Q1 2017 | $524,000 | +7.4% | 17,106 | -0.6% | 0.11% | -0.9% |
| Q4 2016 | $488,000 | -3.2% | 17,205 | 0.0% | 0.12% | -8.7% |
| Q3 2016 | $504,000 | +7.5% | 17,205 | -1.0% | 0.13% | -1.6% |
| Q2 2016 | $469,000 | -0.4% | 17,377 | -1.1% | 0.13% | -20.5% |
| Q1 2016 | $471,000 | +2.6% | 17,570 | +1.8% | 0.16% | -35.1% |
| Q4 2015 | $459,000 | +22850.0% | 17,259 | +27737.1% | 0.25% | +24700.0% |
| Q2 2015 | $2,000 | -60.0% | 62 | -65.0% | 0.00% | -50.0% |
| Q1 2014 | $5,000 | – | 177 | – | 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% |