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 | $297,488 | -3.2% | 9,256 | 0.0% | 0.23% | -0.4% |
| Q2 2023 | $307,207 | -2.6% | 9,256 | -2.8% | 0.24% | -7.8% |
| Q1 2023 | $315,563 | +6.0% | 9,525 | 0.0% | 0.26% | -3.8% |
| Q4 2022 | $297,752 | +18.2% | 9,525 | +2.9% | 0.26% | +3.1% |
| Q3 2022 | $252,000 | -10.3% | 9,255 | 0.0% | 0.26% | -3.7% |
| Q2 2022 | $281,000 | -5.1% | 9,255 | +10.6% | 0.27% | -0.7% |
| Q1 2022 | $296,000 | -7.5% | 8,370 | -2.2% | 0.27% | -4.9% |
| Q4 2021 | $320,000 | – | 8,555 | – | 0.28% | – |
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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% |