SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 79 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $426,000 | +16.1% | 9,481 | -1.4% | 0.03% | +3.1% |
| Q3 2020 | $367,000 | +12.6% | 9,613 | +7.0% | 0.03% | +10.3% |
| Q2 2020 | $326,000 | +20.3% | 8,981 | +1.9% | 0.03% | 0.0% |
| Q1 2020 | $271,000 | -24.5% | 8,813 | +3.4% | 0.03% | -12.1% |
| Q4 2019 | $359,000 | +3.2% | 8,525 | -4.0% | 0.03% | -5.7% |
| Q3 2019 | $348,000 | +12.3% | 8,882 | +10.7% | 0.04% | +25.0% |
| Q2 2019 | $310,000 | -0.3% | 8,024 | -3.0% | 0.03% | -3.4% |
| Q1 2019 | $311,000 | +48.1% | 8,273 | +32.0% | 0.03% | +31.8% |
| Q4 2018 | $210,000 | -7.1% | 6,266 | +9.5% | 0.02% | +4.8% |
| Q3 2018 | $226,000 | +6.6% | 5,721 | +0.9% | 0.02% | 0.0% |
| Q2 2018 | $212,000 | – | 5,670 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 164,791 | $7,350,000 | 3.54% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 59,557 | $2,674,000 | 1.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 69,877 | $3,137,000 | 1.43% |
| ADE, LLC | 32,359 | $1,453,000 | 1.17% |
| Red Door Wealth Management, LLC | 30,371 | $1,364,000 | 0.80% |
| HHM Wealth Advisors, LLC | 50,651 | $2,274,000 | 0.78% |
| Callan Capital, LLC | 59,951 | $2,692,000 | 0.55% |
| MorganRosel Wealth Management, LLC | 14,304 | $642,000 | 0.45% |
| BELLEVUE ASSET MANAGEMENT, LLC | 14,747 | $694,000 | 0.42% |
| Covenant Multifamily Offices, LLC | 48,018 | $2,156,000 | 0.38% |