SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 123 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,066,000 | +8.3% | 86,653 | +14.4% | 0.00% | 0.0% |
| Q4 2021 | $2,831,000 | +2.7% | 75,736 | +6.4% | 0.00% | 0.0% |
| Q3 2021 | $2,756,000 | +23.1% | 71,185 | +24.9% | 0.00% | +33.3% |
| Q2 2021 | $2,238,000 | +20.8% | 57,013 | +15.3% | 0.00% | 0.0% |
| Q1 2021 | $1,853,000 | +33.8% | 49,459 | +24.2% | 0.00% | +50.0% |
| Q4 2020 | $1,385,000 | +91.8% | 39,807 | +64.9% | 0.00% | +100.0% |
| Q3 2020 | $722,000 | +69.9% | 24,147 | +56.6% | 0.00% | 0.0% |
| Q2 2020 | $425,000 | +36.2% | 15,422 | +15.6% | 0.00% | 0.0% |
| Q1 2020 | $312,000 | -64.3% | 13,344 | -49.4% | 0.00% | -50.0% |
| Q4 2019 | $874,000 | +21.1% | 26,363 | +12.2% | 0.00% | 0.0% |
| Q3 2019 | $722,000 | +226.7% | 23,499 | +232.7% | 0.00% | +100.0% |
| Q2 2019 | $221,000 | -81.0% | 7,063 | -78.2% | 0.00% | -75.0% |
| Q4 2017 | $1,163,000 | +137.8% | 32,358 | +131.1% | 0.00% | +100.0% |
| Q3 2017 | $489,000 | – | 13,999 | – | 0.00% | – |
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% |