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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $14,280 | +19.0% | 457 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $12,000 | -42.9% | 456 | -35.4% | 0.00% | -40.0% |
Q2 2022 | $21,000 | -22.2% | 706 | -6.6% | 0.01% | 0.0% |
Q1 2022 | $27,000 | -3.6% | 756 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $28,000 | -3.4% | 756 | +0.1% | 0.01% | -16.7% |
Q3 2021 | $29,000 | -3.3% | 755 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $30,000 | +7.1% | 755 | +0.1% | 0.01% | 0.0% |
Q1 2021 | $28,000 | +21.7% | 754 | -0.1% | 0.01% | 0.0% |
Q3 2020 | $23,000 | -61.0% | 755 | -64.9% | 0.01% | -60.0% |
Q2 2020 | $59,000 | +18.0% | 2,148 | 0.0% | 0.02% | +7.1% |
Q1 2020 | $50,000 | -58.7% | 2,148 | -40.8% | 0.01% | -50.0% |
Q4 2019 | $121,000 | – | 3,630 | – | 0.03% | – |
Download |
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% |