SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 7 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,023 | +30.9% | 24,176 | +35.2% | 0.59% | +31.6% |
| Q2 2023 | $593,411 | +27.2% | 17,879 | +27.0% | 0.45% | +18.5% |
| Q1 2023 | $466,341 | +24.8% | 14,076 | +17.8% | 0.38% | +16.3% |
| Q4 2022 | $373,685 | +15.7% | 11,954 | +0.6% | 0.33% | +6.9% |
| Q3 2022 | $323,000 | +54.5% | 11,881 | +72.5% | 0.30% | +58.0% |
| Q2 2022 | $209,000 | -42.9% | 6,887 | -33.5% | 0.19% | -33.4% |
| Q1 2022 | $366,000 | +56.4% | 10,357 | +65.6% | 0.29% | +52.6% |
| Q4 2021 | $234,000 | – | 6,255 | – | 0.19% | – |
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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% |