SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,394 | +145.3% | 43,459 | +152.7% | 0.11% | +166.7% |
| Q2 2023 | $976 | +233.1% | 17,201 | +208.8% | 0.04% | +180.0% |
| Q4 2022 | $293 | -99.9% | 5,571 | +28.0% | 0.02% | +36.4% |
| Q3 2022 | $205,000 | -77.9% | 4,351 | -76.4% | 0.01% | -78.0% |
| Q2 2022 | $927,000 | -43.0% | 18,450 | -34.5% | 0.05% | -10.7% |
| Q1 2022 | $1,626,000 | -18.7% | 28,159 | -18.3% | 0.06% | +3.7% |
| Q4 2021 | $2,000,000 | +290.6% | 34,476 | +260.8% | 0.05% | +157.1% |
| Q3 2021 | $512,000 | -85.2% | 9,555 | -87.6% | 0.02% | -91.1% |
| Q4 2020 | $3,450,000 | +1331.5% | 76,848 | +1114.2% | 0.24% | +1211.1% |
| Q3 2020 | $241,000 | -63.9% | 6,329 | -65.7% | 0.02% | -66.0% |
| Q2 2020 | $668,000 | – | 18,430 | – | 0.05% | – |
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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% |