SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 136 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $245,000 | +72.5% | 8,200 | +80.2% | 0.08% | +48.2% |
| Q2 2019 | $142,000 | -10.7% | 4,550 | 0.0% | 0.06% | -30.0% |
| Q2 2018 | $159,000 | -2.5% | 4,550 | 0.0% | 0.08% | -5.9% |
| Q1 2018 | $163,000 | -48.6% | 4,550 | -50.0% | 0.08% | -51.1% |
| Q3 2017 | $317,000 | +6.4% | 9,100 | 0.0% | 0.17% | +7.4% |
| Q2 2017 | $298,000 | +6.8% | 9,100 | 0.0% | 0.16% | +4.5% |
| Q1 2017 | $279,000 | – | 9,100 | – | 0.16% | – |
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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% |