SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,045,126 | -24.0% | 18,970 | -21.8% | 0.03% | -22.7% |
| Q2 2023 | $1,375,671 | +4.8% | 24,245 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $1,312,140 | +2.9% | 24,245 | 0.0% | 0.04% | -6.4% |
| Q4 2022 | $1,275,772 | -47.6% | 24,245 | -50.0% | 0.05% | -6.0% |
| Q2 2022 | $2,436,000 | +74.1% | 48,490 | +100.2% | 0.05% | +4.2% |
| Q1 2022 | $1,399,000 | -0.5% | 24,225 | 0.0% | 0.05% | +9.1% |
| Q4 2021 | $1,406,000 | +4.6% | 24,225 | -3.5% | 0.04% | -32.3% |
| Q3 2021 | $1,344,000 | -1.5% | 25,100 | 0.0% | 0.06% | +18.2% |
| Q2 2021 | $1,364,000 | – | 25,100 | – | 0.06% | – |
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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% |