Allworth Financial LP - SCHWAB STRATEGIC TR ownership

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
Allworth Financial LP ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$67,462
+5389.2%
2,099
+5573.0%
0.00%
Q2 2023$1,229
+0.2%
370.0%0.00%
Q1 2023$1,226
+6.0%
370.0%0.00%
Q4 2022$1,157
-98.5%
37
-98.7%
0.00%
-100.0%
Q3 2022$78,000
-11.4%
2,8800.0%0.00%0.0%
Q2 2022$88,000
+4300.0%
2,880
+6160.9%
0.00%
Q1 2022$2,0000.0%460.0%0.00%
Q4 2021$2,0000.0%460.0%0.00%
Q3 2021$2,0000.0%460.0%0.00%
Q2 2021$2,00046
+411.1%
0.00%
Q1 2021$090.0%0.00%
Q4 2020$090.0%0.00%
Q3 2020$090.0%0.00%
Q2 2020$090.0%0.00%
Q1 2020$090.0%0.00%
Q4 2019$090.0%0.00%
Q3 2019$090.0%0.00%
Q2 2019$090.0%0.00%
Q1 2019$090.0%0.00%
Q4 2018$090.0%0.00%
Q3 2018$0
-100.0%
9
-98.8%
0.00%
-100.0%
Q2 2017$25,000
+4.2%
7750.0%0.00%0.0%
Q1 2017$24,0007750.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 1,229,971$36,776,0005.50%
Resource Planning Group 237,380$7,098,0005.39%
RHS Financial, LLC 150,843$4,510,0004.54%
Charles Schwab Investment Advisory, Inc. 40,499,027$1,210,921,0002.88%
Shakespeare Wealth Management, LLC 96,972$3,935,0002.07%
Relaxing Retirement Coach 152,548$4,558,0001.99%
Wade Financial Advisory, Inc 65,435$1,957,0001.54%
Clarius Group, LLC 394,613$11,799,0001.52%
JANICZEK WEALTH MANAGEMENT, LLC 82,827$2,477,0001.33%
Charles Schwab Trust Co 139,543$4,172,0001.28%
View complete list of SCHWAB STRATEGIC TR shareholders