SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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% | – |
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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% |