SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,708 | -3.3% | 13,190 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $751,774 | +3.7% | 13,249 | -1.1% | 0.01% | 0.0% |
| Q1 2023 | $724,664 | +2.9% | 13,390 | +0.1% | 0.01% | -8.3% |
| Q4 2022 | $704,054 | +11.8% | 13,380 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $630,000 | -6.1% | 13,369 | +0.1% | 0.01% | -7.7% |
| Q2 2022 | $671,000 | -13.0% | 13,361 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $771,000 | -0.4% | 13,351 | +0.1% | 0.01% | +8.3% |
| Q4 2021 | $774,000 | – | 13,340 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 311,093 | $11,697,000 | 8.55% |
| HHM Wealth Advisors, LLC | 260,098 | $9,780,000 | 6.26% |
| Leonard Rickey Investment Advisors P.L.L.C. | 97,754 | $3,676,000 | 2.66% |
| Tiller Private Wealth, Inc. | 35,230 | $1,325,000 | 1.15% |
| Callan Capital, LLC | 92,906 | $3,493,000 | 1.14% |
| Hochman Cole Investment Advisors, Inc. | 29,256 | $1,100,000 | 0.66% |
| Retirement Planning Group, LLC | 51,393 | $1,932,000 | 0.47% |
| Vigilant Capital Management, LLC | 77,855 | $2,927,000 | 0.41% |
| VALLEY NATIONAL ADVISERS INC | 20,302 | $763,000 | 0.22% |
| SOL Capital Management CO | 17,573 | $661,000 | 0.18% |