SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,072,000 | +5.8% | 92,404 | -2.2% | 0.91% | -9.4% |
| Q3 2019 | $2,904,000 | -15.7% | 94,507 | -14.3% | 1.00% | +5794.1% |
| Q2 2019 | $3,444,000 | +0.1% | 110,300 | -0.4% | 0.02% | -5.6% |
| Q1 2019 | $3,440,000 | +7.9% | 110,710 | -1.6% | 0.02% | -92.7% |
| Q4 2018 | $3,189,000 | -48.3% | 112,498 | -34.4% | 0.25% | -90.0% |
| Q1 2018 | $6,165,000 | +4.1% | 171,449 | +0.9% | 2.47% | -1.7% |
| Q4 2017 | $5,921,000 | +5.0% | 169,859 | -1.3% | 2.51% | +6.6% |
| Q2 2017 | $5,637,000 | – | 172,126 | – | 2.36% | – |
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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% |