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 2022 | $500,000 | -4.9% | 11,915 | +0.0% | 0.03% | -3.0% |
| Q2 2022 | $526,000 | -17.8% | 11,914 | -0.6% | 0.03% | -23.3% |
| Q1 2022 | $640,000 | -5.5% | 11,980 | +99.9% | 0.04% | -2.3% |
| Q4 2021 | $677,000 | -0.3% | 5,992 | -8.4% | 0.04% | -6.4% |
| Q3 2021 | $679,000 | -6.7% | 6,540 | -6.3% | 0.05% | -9.6% |
| Q2 2021 | $728,000 | +6.3% | 6,979 | -1.5% | 0.05% | -5.5% |
| Q1 2021 | $685,000 | +5.5% | 7,086 | -0.7% | 0.06% | +1.9% |
| Q4 2020 | $649,000 | +11.7% | 7,138 | -2.1% | 0.05% | -1.8% |
| Q3 2020 | $581,000 | +9.4% | 7,289 | +0.9% | 0.06% | -6.8% |
| Q2 2020 | $531,000 | +20.1% | 7,221 | -1.3% | 0.06% | +5.4% |
| Q1 2020 | $442,000 | -19.0% | 7,317 | +3.1% | 0.06% | -3.4% |
| Q4 2019 | $546,000 | +3.4% | 7,097 | -4.6% | 0.06% | -4.9% |
| Q3 2019 | $528,000 | -0.4% | 7,436 | -1.1% | 0.06% | -1.6% |
| Q2 2019 | $530,000 | +3.5% | 7,520 | -0.0% | 0.06% | +1.6% |
| Q1 2019 | $512,000 | +18.8% | 7,521 | +4.7% | 0.06% | +13.0% |
| Q4 2018 | $431,000 | -23.7% | 7,185 | -10.5% | 0.05% | -14.3% |
| Q3 2018 | $565,000 | +4.4% | 8,031 | -2.0% | 0.06% | -19.2% |
| Q2 2018 | $541,000 | +3.8% | 8,198 | +0.3% | 0.08% | -1.3% |
| Q1 2018 | $521,000 | +0.2% | 8,175 | +1.4% | 0.08% | +2.6% |
| Q4 2017 | $520,000 | +0.2% | 8,062 | -5.4% | 0.08% | -4.9% |
| Q3 2017 | $519,000 | +158.2% | 8,521 | +108.2% | 0.08% | +138.2% |
| Q4 2015 | $201,000 | -0.5% | 4,093 | -5.9% | 0.03% | -5.6% |
| Q3 2015 | $202,000 | -6.5% | 4,348 | +1.2% | 0.04% | +2.9% |
| Q2 2015 | $216,000 | -0.5% | 4,296 | +0.1% | 0.04% | +12.9% |
| Q1 2015 | $217,000 | +4.3% | 4,292 | -1.8% | 0.03% | -3.1% |
| Q3 2014 | $208,000 | +1.0% | 4,371 | +1.3% | 0.03% | +33.3% |
| Q2 2014 | $206,000 | – | 4,313 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guardian Financial Partners, LLC | 96,609 | $5,607,000 | 5.35% |
| Opes Wealth Management LLC | 131,899 | $7,655,000 | 2.38% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,441 | $3,972,000 | 1.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,843 | $3,705,000 | 1.36% |
| HHM Wealth Advisors, LLC | 45,306 | $2,629,000 | 0.63% |
| Red Tortoise LLC | 15,179 | $881,000 | 0.61% |
| Red Door Wealth Management, LLC | 28,889 | $1,676,000 | 0.55% |
| Callan Capital, LLC | 55,900 | $3,244,000 | 0.47% |
| Sage Financial Management Group, Inc. | 11,340 | $658,000 | 0.44% |
| MorganRosel Wealth Management, LLC | 15,367 | $892,000 | 0.43% |