SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 79 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |