SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $56,058 | -49.9% | 1,689 | -50.0% | 0.03% | -19.4% |
| Q1 2023 | $111,914 | +112.0% | 3,378 | +100.0% | 0.04% | 0.0% |
| Q4 2022 | $52,798 | +14.8% | 1,689 | 0.0% | 0.04% | -5.3% |
| Q3 2022 | $46,000 | -87.0% | 1,689 | -86.5% | 0.04% | -85.7% |
| Q4 2018 | $354,000 | -90.4% | 12,480 | -88.4% | 0.26% | -88.3% |
| Q3 2018 | $3,706,000 | +1.5% | 107,340 | +2.5% | 2.27% | -6.1% |
| Q2 2018 | $3,652,000 | +6.1% | 104,727 | +8.9% | 2.42% | +21.3% |
| Q1 2018 | $3,443,000 | +12.8% | 96,136 | +13.3% | 2.00% | +3.6% |
| Q4 2017 | $3,051,000 | +34.2% | 84,834 | +30.1% | 1.92% | +23.3% |
| Q3 2017 | $2,274,000 | +25.8% | 65,231 | +18.2% | 1.56% | +26.2% |
| Q2 2017 | $1,807,000 | +134.7% | 55,168 | +119.3% | 1.24% | +115.1% |
| Q1 2017 | $770,000 | – | 25,151 | – | 0.58% | – |
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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% |