SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,321,250 | +72.5% | 23,982 | +77.7% | 0.00% | 0.0% |
| Q2 2023 | $765,852 | -16.9% | 13,497 | -20.8% | 0.00% | 0.0% |
| Q1 2023 | $922,006 | -41.1% | 17,036 | -42.7% | 0.00% | 0.0% |
| Q4 2022 | $1,565,405 | +2.7% | 29,751 | -8.0% | 0.00% | -50.0% |
| Q3 2022 | $1,524,000 | -26.6% | 32,329 | -21.8% | 0.00% | 0.0% |
| Q2 2022 | $2,075,000 | +249.3% | 41,319 | +301.6% | 0.00% | +100.0% |
| Q1 2022 | $594,000 | – | 10,289 | – | 0.00% | – |
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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% |