SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 55 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $464,000 | +45.5% | 12,788 | +22.9% | 0.22% | +49.7% |
| Q1 2020 | $319,000 | -47.8% | 10,403 | -28.3% | 0.14% | -14.2% |
| Q4 2019 | $611,000 | +33.4% | 14,505 | +23.9% | 0.17% | +98.8% |
| Q3 2019 | $458,000 | +4.1% | 11,711 | +3.0% | 0.08% | +9.0% |
| Q2 2019 | $440,000 | +1.6% | 11,369 | -1.2% | 0.08% | +4.0% |
| Q1 2019 | $433,000 | +45.3% | 11,503 | +29.1% | 0.08% | +23.0% |
| Q4 2018 | $298,000 | -26.6% | 8,912 | -13.3% | 0.06% | -30.7% |
| Q3 2018 | $406,000 | +2.5% | 10,274 | -3.0% | 0.09% | -2.2% |
| Q2 2018 | $396,000 | – | 10,597 | – | 0.09% | – |
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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% |