SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $38,004 | +14.4% | 622 | +3.2% | 0.00% | 0.0% |
| Q3 2023 | $33,221 | +0.4% | 603 | +3.4% | 0.00% | 0.0% |
| Q2 2023 | $33,080 | +8.8% | 583 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $30,415 | +108525.0% | 562 | +3.9% | 0.00% | 0.0% |
| Q4 2022 | $28 | -99.9% | 541 | +4.2% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 519 | +4.2% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -10.7% | 498 | +4.4% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | +3.7% | 477 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +17.4% | 457 | +6.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 431 | +3.4% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +9.5% | 417 | +1.2% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | +16.7% | 412 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 412 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 412 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +15.4% | 412 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -23.5% | 412 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +6.2% | 412 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 412 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | -99.9% | 412 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,491,000 | +12.3% | 412 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,798,000 | -15.3% | 412 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,286,000 | +5.7% | 412 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,403,000 | +3.2% | 412 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,919,000 | -2.9% | 412 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,359,000 | +6.3% | 412 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,445,000 | +4.0% | 412 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,893,000 | +0.0% | 412 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $13,889,000 | +3.6% | 412 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $13,406,000 | +8.4% | 412 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,371,000 | +2.3% | 412 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $12,089,000 | +2.8% | 412 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,758,000 | -1.1% | 412 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $11,885,000 | -0.5% | 412 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,944,000 | -3.5% | 412 | 0.0% | 0.00% | +50.0% |
| Q1 2015 | $12,380,000 | +4.2% | 412 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $11,885,000 | – | 412 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 136,706 | $7,321,000 | 2.59% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,672 | $3,678,000 | 1.95% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,240 | $3,387,000 | 1.42% |
| HHM Wealth Advisors, LLC | 48,268 | $2,585,000 | 0.70% |
| Red Door Wealth Management, LLC | 28,889 | $1,547,000 | 0.59% |
| Red Tortoise LLC | 15,165 | $715,000 | 0.56% |
| Covenant Multifamily Offices, LLC | 52,614 | $2,868,000 | 0.52% |
| Callan Capital, LLC | 56,200 | $3,010,000 | 0.50% |
| BEAM WEALTH ADVISORS, INC. | 10,060 | $539,000 | 0.46% |
| MorganRosel Wealth Management, LLC | 15,717 | $842,000 | 0.46% |