SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q3 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 ↓ |
|---|---|---|---|
| Sound Stewardship, LLC | 190,275 | $10,482,958 | 7.04% |
| Guardian Financial Partners, LLC | 83,811 | $4,617,458 | 4.34% |
| Systelligence, LLC | 185,782 | $10,235,399 | 2.88% |
| Callan Capital, LLC | 467,797 | $25,772,608 | 2.76% |
| Opes Wealth Management LLC | 164,745 | $9,076,443 | 2.51% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 53,265 | $2,934,536 | 1.48% |
| Yoder Wealth Management, Inc. | 28,539 | $1,572,316 | 1.30% |
| Leonard Rickey Investment Advisors P.L.L.C. | 61,461 | $3,386,107 | 1.11% |
| Kaizen Financial Strategies | 20,003 | $1,102,037 | 0.93% |
| ZRC WEALTH MANAGEMENT, LLC | 19,142 | $1,054,601 | 0.91% |