SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $124,203 | +16.9% | 3,864 | +20.7% | 0.00% | – |
Q2 2023 | $106,289 | -48.3% | 3,202 | -48.4% | 0.00% | – |
Q1 2023 | $205,502 | +75.0% | 6,202 | +65.1% | 0.00% | – |
Q4 2022 | $117,440 | -2.9% | 3,757 | -15.9% | 0.00% | – |
Q3 2022 | $121,000 | +7.1% | 4,468 | +19.8% | 0.00% | – |
Q2 2022 | $113,000 | -12.4% | 3,731 | +2.2% | 0.00% | – |
Q1 2022 | $129,000 | +0.8% | 3,649 | +6.6% | 0.00% | – |
Q4 2021 | $128,000 | +4.9% | 3,422 | +8.2% | 0.00% | – |
Q3 2021 | $122,000 | +38.6% | 3,163 | +41.2% | 0.00% | – |
Q2 2021 | $88,000 | +37.5% | 2,240 | +30.2% | 0.00% | – |
Q1 2021 | $64,000 | +73.0% | 1,720 | +61.8% | 0.00% | – |
Q4 2020 | $37,000 | -47.1% | 1,063 | -54.9% | 0.00% | – |
Q3 2020 | $70,000 | +233.3% | 2,355 | +210.7% | 0.00% | – |
Q2 2020 | $21,000 | -57.1% | 758 | -63.6% | 0.00% | – |
Q1 2020 | $49,000 | -41.7% | 2,085 | -17.6% | 0.00% | – |
Q4 2019 | $84,000 | +5.0% | 2,531 | -3.2% | 0.00% | – |
Q3 2019 | $80,000 | +66.7% | 2,615 | +69.5% | 0.00% | – |
Q2 2019 | $48,000 | +6.7% | 1,543 | +6.9% | 0.00% | – |
Q1 2019 | $45,000 | – | 1,444 | +144300.0% | 0.00% | – |
Q4 2018 | $0 | – | 1 | – | 0.00% | – |
Download |
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% |