SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. 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 ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 308,340 | $11,925,000 | 8.15% |
| HHM Wealth Advisors, LLC | 265,289 | $10,260,000 | 6.05% |
| Leonard Rickey Investment Advisors P.L.L.C. | 91,323 | $3,532,000 | 2.38% |
| Tiller Private Wealth, Inc. | 35,230 | $1,363,000 | 1.15% |
| Callan Capital, LLC | 88,992 | $3,442,000 | 1.11% |
| Covenant Multifamily Offices, LLC | 124,016 | $4,796,000 | 1.05% |
| Hochman Cole Investment Advisors, Inc. | 24,013 | $929,000 | 0.55% |
| Retirement Planning Group, LLC | 47,821 | $1,849,000 | 0.42% |
| Vigilant Capital Management, LLC | 79,410 | $3,071,000 | 0.41% |
| SOL Capital Management CO | 17,564 | $679,000 | 0.18% |