Evanson Asset Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$255,000
+4.9%
6,4870.0%0.03%
-25.0%
Q1 2021$243,000
+7.5%
6,4870.0%0.04%0.0%
Q4 2020$226,000
-53.7%
6,487
-54.1%
0.04%
-63.6%
Q3 2018$488,000
-1.0%
14,1250.0%0.10%
+1.0%
Q2 2018$493,00014,1250.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2018
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