SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 192 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,282 | -53.5% | 1,378 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $95,184 | +93.1% | 2,756 | +100.7% | 0.00% | 0.0% |
| Q1 2023 | $49,284 | +78128.6% | 1,373 | -17.1% | 0.00% | 0.0% |
| Q4 2022 | $63 | -99.9% | 1,656 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $60,000 | +1.7% | 1,586 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $59,000 | -45.9% | 1,553 | -46.2% | 0.00% | +100.0% |
| Q1 2022 | $109,000 | +118.0% | 2,887 | +119.7% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | -63.0% | 1,314 | -61.1% | 0.00% | -66.7% |
| Q3 2021 | $135,000 | +237.5% | 3,379 | +234.2% | 0.00% | +200.0% |
| Q2 2021 | $40,000 | +1233.3% | 1,011 | +964.2% | 0.00% | – |
| Q1 2021 | $3,000 | -89.3% | 95 | -88.2% | 0.00% | -100.0% |
| Q4 2020 | $28,000 | +833.3% | 803 | +745.3% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 95 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 95 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | -92.5% | 95 | -91.8% | 0.00% | -100.0% |
| Q3 2018 | $40,000 | +150.0% | 1,152 | +154.9% | 0.00% | +100.0% |
| Q2 2018 | $16,000 | 0.0% | 452 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | 0.0% | 452 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | 0.0% | 452 | +1.6% | 0.00% | 0.0% |
| Q3 2017 | $16,000 | +433.3% | 445 | +368.4% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | -40.0% | 95 | -48.6% | 0.00% | – |
| Q4 2015 | $5,000 | – | 185 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 242,485 | $9,067,000 | 6.08% |
| Prairiewood Capital, LLC | 131,930 | $4,933,000 | 3.90% |
| Charles Schwab Investment Advisory, Inc. | 50,060,709 | $1,871,769,000 | 2.94% |
| Wade Financial Advisory, Inc | 141,652 | $5,296,000 | 2.75% |
| Merriman Wealth Management, LLC | 1,501,272 | $57,772,000 | 2.28% |
| RHS Financial, LLC | 76,323 | $2,854,000 | 1.98% |
| Sterling Financial Planning, Inc. | 82,344 | $3,079,000 | 1.92% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 83,578 | $4,516,000 | 1.61% |
| Shilanski & Associates, Inc. | 98,142 | $3,670,000 | 1.56% |
| Clarius Group, LLC | 429,861 | $16,073,000 | 1.27% |