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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | -80.0% | 40 | -76.9% | 0.00% | -100.0% |
| Q4 2022 | $5 | -99.5% | 173 | +311.9% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 42 | +5.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -66.7% | 40 | -56.5% | 0.00% | -100.0% |
| Q4 2021 | $3,000 | +50.0% | 92 | +130.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $2,000 | +100.0% | 40 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 40 | -13.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 46 | +21.1% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $1,000 | 0.0% | 38 | +11.8% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | – | 34 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Financial Advisors, LLC | 342,876 | $11,401,000 | 6.34% |
| Opes Wealth Management LLC | 290,634 | $9,664,000 | 5.92% |
| Resource Planning Group | 289,432 | $9,624,000 | 5.52% |
| RHS Financial, LLC | 125,445 | $4,171,000 | 4.36% |
| Strategic Blueprint, LLC | 154,270 | $5,129,000 | 3.52% |
| Relaxing Retirement Coach | 348,681 | $11,587,000 | 3.39% |
| O'Dell Group, LLC | 190,870 | $6,346,000 | 3.18% |
| Shakespeare Wealth Management, LLC | 103,819 | $4,656,000 | 2.52% |
| Clarius Group, LLC | 480,011 | $15,850,000 | 2.51% |
| JANICZEK WEALTH MANAGEMENT, LLC | 163,612 | $5,440,000 | 2.45% |