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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
Arlington Financial Advisors, LLC | 342,876 | $11,401,000 | 6.34% |
Opes Wealth Management LLC | 290,634 | $9,664,000 | 5.92% |
Resource Planning Group | 289,432 | $9,624,000 | 5.52% |
RHS Financial, LLC | 125,445 | $4,171,000 | 4.36% |
Strategic Blueprint, LLC | 154,270 | $5,129,000 | 3.52% |
Relaxing Retirement Coach | 348,681 | $11,587,000 | 3.39% |
O'Dell Group, LLC | 190,870 | $6,346,000 | 3.18% |
Shakespeare Wealth Management, LLC | 103,819 | $4,656,000 | 2.52% |
Clarius Group, LLC | 480,011 | $15,850,000 | 2.51% |
JANICZEK WEALTH MANAGEMENT, LLC | 163,612 | $5,440,000 | 2.45% |