SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,416,418 | -4.9% | 75,184 | -1.8% | 1.24% | -1.7% |
| Q2 2023 | $2,540,665 | -0.8% | 76,549 | -1.0% | 1.26% | -9.4% |
| Q1 2023 | $2,561,140 | +3.8% | 77,306 | -2.1% | 1.39% | -5.6% |
| Q4 2022 | $2,467,470 | +16.1% | 78,934 | +1.0% | 1.47% | -1.3% |
| Q3 2022 | $2,126,000 | -9.1% | 78,188 | +1.6% | 1.49% | -9.4% |
| Q2 2022 | $2,340,000 | -21.5% | 76,965 | -8.7% | 1.64% | -12.4% |
| Q1 2022 | $2,982,000 | -3.2% | 84,287 | +2.4% | 1.88% | -2.5% |
| Q4 2021 | $3,079,000 | +4.8% | 82,344 | +8.5% | 1.92% | +2.9% |
| Q3 2021 | $2,937,000 | +13.5% | 75,864 | +15.1% | 1.87% | +11.3% |
| Q2 2021 | $2,587,000 | +39.8% | 65,916 | +33.4% | 1.68% | +27.3% |
| Q1 2021 | $1,851,000 | +1552.7% | 49,401 | +1429.4% | 1.32% | +1366.7% |
| Q4 2020 | $112,000 | – | 3,230 | – | 0.09% | – |
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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% |