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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $379,000 | +5.6% | 10,965 | +6.6% | 0.22% | +18.7% |
| Q2 2018 | $359,000 | +1.7% | 10,283 | +4.4% | 0.18% | -2.7% |
| Q1 2018 | $353,000 | +4.7% | 9,854 | +5.3% | 0.19% | +8.7% |
| Q4 2017 | $337,000 | +14.6% | 9,358 | +10.9% | 0.17% | +7.5% |
| Q3 2017 | $294,000 | +18.1% | 8,439 | +11.1% | 0.16% | +9.6% |
| Q2 2017 | $249,000 | +22.7% | 7,593 | +14.5% | 0.15% | +13.2% |
| Q1 2017 | $203,000 | -2.4% | 6,631 | -18.2% | 0.13% | -5.8% |
| Q4 2014 | $208,000 | – | 8,105 | – | 0.14% | – |
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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% |