SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 30.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,997,000 | -11.0% | 93,893 | -17.1% | 0.91% | -19.7% |
| Q4 2018 | $3,367,000 | -37.5% | 113,242 | -27.4% | 1.13% | -34.0% |
| Q3 2018 | $5,387,000 | +3.6% | 155,995 | +3.4% | 1.71% | -0.6% |
| Q2 2018 | $5,201,000 | -3.9% | 150,886 | +2.0% | 1.72% | -5.8% |
| Q1 2018 | $5,410,000 | +1.8% | 147,890 | +4.5% | 1.83% | +2.8% |
| Q4 2017 | $5,312,000 | +17.4% | 141,564 | +9.1% | 1.78% | +10.6% |
| Q3 2017 | $4,523,000 | +7.2% | 129,760 | +4.3% | 1.61% | +2.4% |
| Q2 2017 | $4,220,000 | +70.7% | 124,363 | +54.1% | 1.57% | +62.5% |
| Q1 2017 | $2,472,000 | – | 80,695 | – | 0.97% | – |
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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% |