SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 39 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,384,000 | +23.3% | 76,372 | +22.8% | 0.66% | +28.0% |
| Q1 2019 | $1,933,000 | +32.1% | 62,213 | +20.6% | 0.52% | +4.3% |
| Q4 2018 | $1,463,000 | +196.8% | 51,606 | +261.6% | 0.49% | +258.0% |
| Q3 2018 | $493,000 | +24.5% | 14,270 | +25.6% | 0.14% | +9.5% |
| Q2 2018 | $396,000 | +10.3% | 11,359 | +13.4% | 0.13% | +13.5% |
| Q1 2018 | $359,000 | +6.8% | 10,015 | +7.1% | 0.11% | +13.3% |
| Q4 2017 | $336,000 | -1.5% | 9,350 | -4.4% | 0.10% | -27.4% |
| Q3 2017 | $341,000 | +3.0% | 9,778 | -3.4% | 0.14% | +16.4% |
| Q2 2017 | $331,000 | +4.1% | 10,122 | -2.5% | 0.12% | +1.8% |
| Q1 2017 | $318,000 | +12.8% | 10,385 | +4.7% | 0.11% | +15.2% |
| Q4 2016 | $282,000 | – | 9,922 | – | 0.10% | – |
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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% |