SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,761 | -2.5% | 122,720 | +0.4% | 0.03% | 0.0% |
Q2 2023 | $6,934 | +9.9% | 122,210 | +4.8% | 0.03% | +3.2% |
Q1 2023 | $6,309 | +8.0% | 116,575 | +5.0% | 0.03% | +3.3% |
Q4 2022 | $5,840 | -99.9% | 110,987 | +4.4% | 0.03% | +7.1% |
Q3 2022 | $5,010,000 | +47.7% | 106,306 | +57.4% | 0.03% | +55.6% |
Q2 2022 | $3,392,000 | +14.0% | 67,527 | +31.1% | 0.02% | +28.6% |
Q1 2022 | $2,976,000 | -8.2% | 51,525 | -7.7% | 0.01% | 0.0% |
Q4 2021 | $3,241,000 | +13.2% | 55,847 | +4.5% | 0.01% | 0.0% |
Q3 2021 | $2,863,000 | +8.9% | 53,461 | +10.6% | 0.01% | +7.7% |
Q2 2021 | $2,628,000 | -19.5% | 48,318 | -24.1% | 0.01% | -27.8% |
Q1 2021 | $3,263,000 | +92.7% | 63,634 | +68.8% | 0.02% | +80.0% |
Q4 2020 | $1,693,000 | +77.5% | 37,698 | +50.6% | 0.01% | +66.7% |
Q3 2020 | $954,000 | +106.0% | 25,028 | +95.8% | 0.01% | +100.0% |
Q2 2020 | $463,000 | +36.2% | 12,785 | +15.4% | 0.00% | 0.0% |
Q1 2020 | $340,000 | – | 11,083 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Systelligence, LLC | 202,133 | $12,350,326 | 3.37% |
CHANNEL WEALTH LLC | 14,156 | $864,932 | 0.41% |
CGN Advisors LLC | 11,240 | $686,743 | 0.10% |
Versant Capital Management, Inc | 155 | $9,480 | 0.00% |
MASSMUTUAL TRUST CO FSB/ADV | 622 | $38,004 | 0.00% |
Lowe Wealth Advisors, LLC | 5 | $306 | 0.00% |