SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,629 | +1.3% | 14,576 | +2.6% | 0.00% | – |
| Q2 2023 | $484,490 | +10.2% | 14,210 | +1.3% | 0.00% | – |
| Q4 2022 | $439,545 | +11.3% | 14,034 | +6.3% | 0.00% | – |
| Q3 2022 | $395,000 | +20.1% | 13,207 | +24.0% | 0.00% | – |
| Q2 2022 | $329,000 | -9.9% | 10,653 | +4.8% | 0.00% | – |
| Q1 2022 | $365,000 | -7.8% | 10,161 | -3.6% | 0.00% | – |
| Q4 2021 | $396,000 | +18.2% | 10,543 | +25.5% | 0.00% | – |
| Q3 2021 | $335,000 | +1096.4% | 8,398 | +1087.8% | 0.00% | – |
| Q2 2021 | $28,000 | +154.5% | 707 | +152.5% | 0.00% | – |
| Q1 2021 | $11,000 | +1000.0% | 280 | +636.8% | 0.00% | – |
| Q4 2020 | $1,000 | – | 38 | +850.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 4 | -99.8% | 0.00% | – |
| Q4 2018 | $52,000 | +100.0% | 1,840 | +104.4% | 0.00% | – |
| Q2 2014 | $26,000 | – | 900 | – | 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% |