SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,091 | -25.9% | 13,633 | -23.7% | 0.00% | – |
| Q2 2023 | $1,013,611 | -34.9% | 17,864 | -37.9% | 0.00% | – |
| Q1 2023 | $1,556,329 | +58.0% | 28,757 | +46.6% | 0.00% | – |
| Q2 2022 | $985,000 | -18.8% | 19,611 | -12.1% | 0.00% | – |
| Q2 2021 | $1,213,000 | -21.0% | 22,300 | -43.2% | 0.00% | -100.0% |
| Q3 2019 | $1,535,000 | +2.5% | 39,241 | +1.3% | 0.00% | 0.0% |
| Q2 2019 | $1,498,000 | +9.3% | 38,744 | +6.3% | 0.00% | 0.0% |
| Q1 2019 | $1,370,000 | +4.2% | 36,445 | +0.3% | 0.00% | 0.0% |
| Q1 2018 | $1,315,000 | +36.3% | 36,327 | +26.9% | 0.00% | 0.0% |
| Q1 2017 | $965,000 | +165.8% | 28,632 | +124.6% | 0.00% | – |
| Q4 2015 | $363,000 | +11.0% | 12,749 | +5.7% | 0.00% | – |
| Q3 2015 | $327,000 | – | 12,060 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 164,791 | $7,350,000 | 3.54% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 59,557 | $2,674,000 | 1.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 69,877 | $3,137,000 | 1.43% |
| ADE, LLC | 32,359 | $1,453,000 | 1.17% |
| Red Door Wealth Management, LLC | 30,371 | $1,364,000 | 0.80% |
| HHM Wealth Advisors, LLC | 50,651 | $2,274,000 | 0.78% |
| Callan Capital, LLC | 59,951 | $2,692,000 | 0.55% |
| MorganRosel Wealth Management, LLC | 14,304 | $642,000 | 0.45% |
| BELLEVUE ASSET MANAGEMENT, LLC | 14,747 | $694,000 | 0.42% |
| Covenant Multifamily Offices, LLC | 48,018 | $2,156,000 | 0.38% |