SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,290 | -10.6% | 121 | 0.0% | 0.00% | – |
| Q2 2022 | $3,680 | -15.4% | 121 | -1.6% | 0.00% | – |
| Q1 2022 | $4,352 | -5.4% | 123 | 0.0% | 0.00% | – |
| Q4 2021 | $4,599 | -1.8% | 123 | +1.7% | 0.00% | – |
| Q3 2021 | $4,684 | -1.4% | 121 | 0.0% | 0.00% | – |
| Q2 2021 | $4,749 | +225.1% | 121 | +210.3% | 0.00% | – |
| Q1 2021 | $1,461 | +7.7% | 39 | 0.0% | 0.00% | – |
| Q4 2020 | $1,356 | +16.3% | 39 | 0.0% | 0.00% | – |
| Q3 2020 | $1,166 | +8.6% | 39 | 0.0% | 0.00% | – |
| Q2 2020 | $1,074 | -89.4% | 39 | -90.9% | 0.00% | -100.0% |
| Q1 2020 | $10,096 | +532.6% | 430 | +795.8% | 0.00% | – |
| Q4 2019 | $1,596 | +8.2% | 48 | 0.0% | 0.00% | – |
| Q3 2019 | $1,475 | -91.0% | 48 | -90.9% | 0.00% | -100.0% |
| Q2 2019 | $16,453 | – | 527 | – | 0.00% | – |
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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% |