SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 30.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $181,173 | -65.8% | 5,637 | -53.4% | 0.00% | -100.0% |
| Q2 2023 | $529,630 | +144.7% | 12,092 | +85.1% | 0.00% | +100.0% |
| Q1 2023 | $216,405 | +506.2% | 6,532 | +472.0% | 0.00% | – |
| Q4 2022 | $35,699 | +792.5% | 1,142 | +752.2% | 0.00% | – |
| Q3 2022 | $4,000 | -99.3% | 134 | -99.1% | 0.00% | -100.0% |
| Q1 2022 | $540,000 | -90.3% | 15,267 | -89.7% | 0.01% | -94.3% |
| Q1 2021 | $5,543,000 | +510.5% | 147,962 | +466.9% | 0.09% | +576.9% |
| Q4 2020 | $908,000 | +12871.4% | 26,100 | +12211.3% | 0.01% | – |
| Q4 2019 | $7,000 | – | 212 | – | 0.00% | – |
Download | ||||||
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% |