SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $12,000 | -7.7% | 344 | -21.3% | 0.00% | – |
| Q3 2019 | $13,000 | +62.5% | 437 | +60.7% | 0.00% | – |
| Q2 2019 | $8,000 | -57.9% | 272 | -57.4% | 0.00% | – |
| Q1 2019 | $19,000 | -92.4% | 639 | -92.8% | 0.00% | -100.0% |
| Q4 2018 | $251,000 | +765.5% | 8,853 | +934.2% | 0.00% | – |
| Q3 2018 | $29,000 | +314.3% | 856 | +328.0% | 0.00% | – |
| Q2 2018 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | -12.5% | 200 | -14.2% | 0.00% | – |
| Q4 2017 | $8,000 | +14.3% | 233 | +16.5% | 0.00% | – |
| Q3 2017 | $7,000 | -69.6% | 200 | -71.4% | 0.00% | – |
| Q2 2017 | $23,000 | +9.5% | 700 | 0.0% | 0.00% | – |
| Q1 2017 | $21,000 | +250.0% | 700 | +250.0% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | – | 200 | – | 0.00% | – |
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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% |