SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,263 | -7.7% | 9,529 | -4.7% | 0.32% | -13.6% |
| Q2 2023 | $331,768 | -3.4% | 9,996 | -3.6% | 0.37% | -5.4% |
| Q1 2023 | $343,426 | -20.4% | 10,366 | -24.9% | 0.39% | -23.5% |
| Q4 2022 | $431,544 | +15.1% | 13,805 | +2.1% | 0.51% | +4.7% |
| Q3 2022 | $375,000 | -22.5% | 13,515 | -15.2% | 0.49% | -13.0% |
| Q2 2022 | $484,000 | -17.3% | 15,930 | -2.7% | 0.56% | -7.6% |
| Q1 2022 | $585,000 | -5.2% | 16,375 | 0.0% | 0.61% | -1.6% |
| Q4 2021 | $617,000 | – | 16,375 | – | 0.62% | – |
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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% |