SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. 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 ↓ |
|---|---|---|---|
| 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% |