SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Systelligence, LLC | 202,133 | $12,350,326 | 3.37% |
| CHANNEL WEALTH LLC | 14,156 | $864,932 | 0.41% |
| CGN Advisors LLC | 11,240 | $686,743 | 0.10% |
| Versant Capital Management, Inc | 155 | $9,480 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 622 | $38,004 | 0.00% |
| Lowe Wealth Advisors, LLC | 5 | $306 | 0.00% |