SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 47 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $675,773 | -1.9% | 12,266 | +1.0% | 0.06% | +3.4% |
Q2 2023 | $688,953 | +9.3% | 12,142 | +4.3% | 0.06% | +1.7% |
Q1 2023 | $630,050 | +6.4% | 11,642 | +3.5% | 0.06% | 0.0% |
Q4 2022 | $592,104 | +12.6% | 11,252 | +0.8% | 0.06% | +9.4% |
Q3 2022 | $526,000 | -5.6% | 11,167 | +0.6% | 0.05% | -3.6% |
Q2 2022 | $557,000 | -13.8% | 11,096 | -0.8% | 0.06% | +37.5% |
Q1 2022 | $646,000 | +8.4% | 11,190 | +9.0% | 0.04% | +8.1% |
Q4 2021 | $596,000 | +8.0% | 10,268 | -0.5% | 0.04% | -2.6% |
Q3 2021 | $552,000 | -1.1% | 10,315 | +0.4% | 0.04% | +2.7% |
Q2 2021 | $558,000 | +1.5% | 10,270 | -4.3% | 0.04% | -5.1% |
Q1 2021 | $550,000 | +14.6% | 10,729 | +0.4% | 0.04% | 0.0% |
Q4 2020 | $480,000 | +18.2% | 10,690 | +0.5% | 0.04% | +11.4% |
Q3 2020 | $406,000 | +11.5% | 10,634 | +5.8% | 0.04% | +20.7% |
Q2 2020 | $364,000 | +18.6% | 10,053 | +0.6% | 0.03% | +3.6% |
Q1 2020 | $307,000 | -26.6% | 9,993 | +0.7% | 0.03% | -20.0% |
Q4 2019 | $418,000 | +8.9% | 9,922 | +1.1% | 0.04% | 0.0% |
Q3 2019 | $384,000 | +1.3% | 9,817 | +0.3% | 0.04% | -16.7% |
Q2 2019 | $379,000 | +3.0% | 9,792 | 0.0% | 0.04% | -6.7% |
Q1 2019 | $368,000 | +12.5% | 9,792 | +0.2% | 0.04% | 0.0% |
Q4 2018 | $327,000 | -14.8% | 9,771 | +0.5% | 0.04% | -6.2% |
Q3 2018 | $384,000 | +2.9% | 9,725 | -2.5% | 0.05% | -4.0% |
Q2 2018 | $373,000 | +3.3% | 9,975 | 0.0% | 0.05% | 0.0% |
Q1 2018 | $361,000 | -3.0% | 9,975 | 0.0% | 0.05% | -12.3% |
Q4 2017 | $372,000 | – | 9,975 | – | 0.06% | – |
Download |
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% |