SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $26,580 | -6.1% | 827 | -3.0% | 0.00% | – |
Q2 2023 | $28,311 | +7.0% | 853 | +6.8% | 0.00% | – |
Q1 2023 | $26,471 | -11.4% | 799 | -16.4% | 0.00% | – |
Q4 2022 | $29,883 | +57.3% | 956 | +39.4% | 0.00% | – |
Q3 2022 | $19,000 | -9.5% | 686 | 0.0% | 0.00% | – |
Q2 2022 | $21,000 | -16.0% | 686 | -3.2% | 0.00% | – |
Q1 2022 | $25,000 | -54.5% | 709 | -51.8% | 0.00% | – |
Q4 2021 | $55,000 | +61.8% | 1,470 | +66.5% | 0.00% | – |
Q3 2021 | $34,000 | +36.0% | 883 | +37.3% | 0.00% | – |
Q2 2021 | $25,000 | +4.2% | 643 | 0.0% | 0.00% | – |
Q1 2021 | $24,000 | +9.1% | 643 | 0.0% | 0.00% | – |
Q4 2020 | $22,000 | +15.8% | 643 | 0.0% | 0.00% | – |
Q3 2020 | $19,000 | -71.6% | 643 | -73.6% | 0.00% | – |
Q2 2020 | $67,000 | +17.5% | 2,436 | 0.0% | 0.00% | – |
Q1 2020 | $57,000 | -38.0% | 2,436 | -11.6% | 0.00% | – |
Q4 2019 | $92,000 | +4.5% | 2,756 | -3.7% | 0.00% | – |
Q3 2019 | $88,000 | -11.1% | 2,862 | -9.9% | 0.00% | – |
Q2 2019 | $99,000 | +28.6% | 3,177 | +28.1% | 0.00% | – |
Q1 2019 | $77,000 | +755.6% | 2,480 | +675.0% | 0.00% | – |
Q4 2018 | $9,000 | -18.2% | 320 | 0.0% | 0.00% | – |
Q3 2018 | $11,000 | -57.7% | 320 | -57.3% | 0.00% | – |
Q2 2018 | $26,000 | +116.7% | 750 | +121.2% | 0.00% | – |
Q1 2018 | $12,000 | +20.0% | 339 | +19.4% | 0.00% | – |
Q4 2017 | $10,000 | 0.0% | 284 | 0.0% | 0.00% | – |
Q3 2017 | $10,000 | -54.5% | 284 | -66.6% | 0.00% | – |
Q3 2015 | $22,000 | -8.3% | 850 | 0.0% | 0.00% | – |
Q2 2015 | $24,000 | – | 850 | – | 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% |