SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,269 | -34.8% | 9,747 | -32.7% | 0.01% | -36.8% |
| Q2 2023 | $480,426 | +7.8% | 14,475 | +7.6% | 0.02% | 0.0% |
| Q1 2023 | $445,831 | +14.1% | 13,457 | +7.6% | 0.02% | +5.6% |
| Q4 2022 | $390,844 | +21.8% | 12,503 | +6.0% | 0.02% | +5.9% |
| Q3 2022 | $321,000 | -36.7% | 11,798 | -29.3% | 0.02% | -37.0% |
| Q2 2022 | $507,000 | -17.8% | 16,682 | -4.4% | 0.03% | -12.9% |
| Q1 2022 | $617,000 | +4.0% | 17,455 | +10.1% | 0.03% | +3.3% |
| Q4 2021 | $593,000 | +27.0% | 15,850 | +31.5% | 0.03% | +11.1% |
| Q3 2021 | $467,000 | +97.0% | 12,052 | +69.0% | 0.03% | +3.8% |
| Q4 2019 | $237,000 | -29.9% | 7,132 | -35.3% | 0.03% | -36.6% |
| Q3 2019 | $338,000 | – | 11,015 | – | 0.04% | – |
Download | ||||||
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% |