SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,073 | -3.4% | 7,501 | -0.3% | 0.02% | +6.7% |
Q2 2023 | $249,580 | +0.2% | 7,520 | +0.0% | 0.02% | -6.2% |
Q1 2023 | $249,104 | +7.2% | 7,519 | +1.1% | 0.02% | -5.9% |
Q4 2022 | $232,449 | +15.1% | 7,436 | +0.3% | 0.02% | -15.0% |
Q3 2022 | $202,000 | -10.6% | 7,417 | 0.0% | 0.02% | -4.8% |
Q2 2022 | $226,000 | -14.1% | 7,417 | -0.1% | 0.02% | 0.0% |
Q1 2022 | $263,000 | -5.4% | 7,422 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $278,000 | -3.1% | 7,422 | 0.0% | 0.02% | -30.0% |
Q3 2021 | $287,000 | -1.4% | 7,422 | 0.0% | 0.03% | +50.0% |
Q2 2021 | $291,000 | +29.9% | 7,422 | +24.4% | 0.02% | +17.6% |
Q1 2021 | $224,000 | – | 5,967 | – | 0.02% | – |
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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% |