SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $237,000 | -15.4% | 7,951 | +0.6% | 0.03% | -17.1% |
| Q1 2022 | $280,000 | -52.5% | 7,902 | -49.9% | 0.04% | -57.7% |
| Q4 2021 | $589,000 | -4.7% | 15,763 | -1.3% | 0.10% | -12.6% |
| Q3 2021 | $618,000 | -0.8% | 15,976 | +0.6% | 0.11% | -22.9% |
| Q2 2021 | $623,000 | +0.5% | 15,879 | -4.0% | 0.14% | -48.0% |
| Q1 2021 | $620,000 | +2.8% | 16,546 | -4.6% | 0.28% | -46.4% |
| Q4 2020 | $603,000 | +14.4% | 17,350 | -1.6% | 0.52% | +22.5% |
| Q3 2020 | $527,000 | -13.6% | 17,641 | -20.4% | 0.42% | -33.4% |
| Q2 2020 | $610,000 | -5.6% | 22,161 | -19.4% | 0.63% | -40.7% |
| Q1 2020 | $646,000 | -22.4% | 27,509 | +9.7% | 1.07% | +14.5% |
| Q4 2019 | $833,000 | – | 25,067 | – | 0.93% | – |
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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% |