SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $318 | -4.2% | 9,906 | -1.0% | 0.05% | 0.0% |
Q2 2023 | $332 | -2.1% | 10,004 | -2.1% | 0.05% | -5.7% |
Q1 2023 | $339 | +5.9% | 10,223 | 0.0% | 0.05% | 0.0% |
Q4 2022 | $320 | -99.9% | 10,223 | 0.0% | 0.05% | +1.9% |
Q3 2022 | $278,000 | -14.7% | 10,223 | -4.6% | 0.05% | -11.9% |
Q2 2022 | $326,000 | -14.0% | 10,718 | 0.0% | 0.06% | -13.2% |
Q1 2022 | $379,000 | -11.7% | 10,718 | -6.6% | 0.07% | -17.1% |
Q4 2021 | $429,000 | +7.8% | 11,475 | +11.6% | 0.08% | -1.2% |
Q3 2021 | $398,000 | -15.7% | 10,286 | -14.4% | 0.08% | -18.6% |
Q2 2021 | $472,000 | +15.7% | 12,013 | +10.4% | 0.10% | +6.2% |
Q1 2021 | $408,000 | +13.3% | 10,886 | +5.2% | 0.10% | +9.1% |
Q4 2020 | $360,000 | +21.6% | 10,349 | +4.4% | 0.09% | +11.4% |
Q3 2020 | $296,000 | – | 9,914 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Arlington Financial Advisors, LLC | 342,876 | $11,401,000 | 6.34% |
Opes Wealth Management LLC | 290,634 | $9,664,000 | 5.92% |
Resource Planning Group | 289,432 | $9,624,000 | 5.52% |
RHS Financial, LLC | 125,445 | $4,171,000 | 4.36% |
Strategic Blueprint, LLC | 154,270 | $5,129,000 | 3.52% |
Relaxing Retirement Coach | 348,681 | $11,587,000 | 3.39% |
O'Dell Group, LLC | 190,870 | $6,346,000 | 3.18% |
Shakespeare Wealth Management, LLC | 103,819 | $4,656,000 | 2.52% |
Clarius Group, LLC | 480,011 | $15,850,000 | 2.51% |
JANICZEK WEALTH MANAGEMENT, LLC | 163,612 | $5,440,000 | 2.45% |