SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 61 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,126,685 | +15.7% | 34,008 | +9.2% | 0.03% | +3.3% |
| Q4 2022 | $973,936 | -3.9% | 31,156 | -16.4% | 0.03% | -16.7% |
| Q3 2022 | $1,013,000 | +6.9% | 37,251 | +19.5% | 0.04% | +12.5% |
| Q2 2022 | $948,000 | +1.2% | 31,166 | +17.7% | 0.03% | +14.3% |
| Q1 2022 | $937,000 | +33.3% | 26,487 | +40.9% | 0.03% | +40.0% |
| Q4 2021 | $703,000 | +18.0% | 18,800 | +22.1% | 0.02% | +5.3% |
| Q3 2021 | $596,000 | +3.3% | 15,402 | +4.8% | 0.02% | +5.6% |
| Q2 2021 | $577,000 | +46.8% | 14,691 | +40.0% | 0.02% | +20.0% |
| Q1 2021 | $393,000 | +136.7% | 10,494 | +119.3% | 0.02% | +114.3% |
| Q4 2020 | $166,000 | +5433.3% | 4,785 | +5464.0% | 0.01% | – |
| Q3 2020 | $3,000 | +50.0% | 86 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -50.0% | 86 | -36.3% | 0.00% | – |
| Q4 2019 | $4,000 | – | 135 | +800.0% | 0.00% | – |
| Q3 2019 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 15 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -99.1% | 15 | -99.5% | 0.00% | -100.0% |
| Q1 2018 | $111,000 | +105.6% | 3,098 | +106.1% | 0.01% | +80.0% |
| Q4 2017 | $54,000 | +63.6% | 1,503 | +58.2% | 0.01% | +25.0% |
| Q3 2017 | $33,000 | +1000.0% | 950 | +869.4% | 0.00% | – |
| Q2 2017 | $3,000 | – | 98 | +1300.0% | 0.00% | – |
| Q1 2016 | $0 | – | 7 | – | 0.00% | – |
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% |