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 2022 | $289,000 | -34.8% | 10,614 | -27.1% | 0.07% | -24.4% |
| Q2 2022 | $443,000 | -16.1% | 14,566 | -2.4% | 0.09% | +2.3% |
| Q1 2022 | $528,000 | +9.1% | 14,927 | +15.3% | 0.09% | +14.3% |
| Q4 2021 | $484,000 | +21.9% | 12,948 | +13.4% | 0.08% | -8.3% |
| Q4 2020 | $397,000 | – | 11,423 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 242,485 | $9,067,000 | 6.08% |
| Prairiewood Capital, LLC | 131,930 | $4,933,000 | 3.90% |
| Charles Schwab Investment Advisory, Inc. | 50,060,709 | $1,871,769,000 | 2.94% |
| Wade Financial Advisory, Inc | 141,652 | $5,296,000 | 2.75% |
| Merriman Wealth Management, LLC | 1,501,272 | $57,772,000 | 2.28% |
| RHS Financial, LLC | 76,323 | $2,854,000 | 1.98% |
| Sterling Financial Planning, Inc. | 82,344 | $3,079,000 | 1.92% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 83,578 | $4,516,000 | 1.61% |
| Shilanski & Associates, Inc. | 98,142 | $3,670,000 | 1.56% |
| Clarius Group, LLC | 429,861 | $16,073,000 | 1.27% |