Homrich & Berg - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 67 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$676,000
-1.5%
12,6210.0%0.02%
-6.2%
Q2 2021$686,000
+6.0%
12,6210.0%0.02%
-5.9%
Q1 2021$647,000
+14.1%
12,6210.0%0.02%
+6.2%
Q4 2020$567,000
-9.7%
12,621
-23.4%
0.02%
-27.3%
Q3 2020$628,000
-5.0%
16,474
-9.6%
0.02%
-18.5%
Q2 2020$661,000
+18.2%
18,2220.0%0.03%
-15.6%
Q1 2020$559,000
-27.2%
18,2220.0%0.03%
-11.1%
Q4 2019$768,000
+7.7%
18,2220.0%0.04%
-2.7%
Q3 2019$713,000
+1.1%
18,2220.0%0.04%0.0%
Q2 2019$705,000
+2.9%
18,2220.0%0.04%
+2.8%
Q1 2019$685,000
+12.3%
18,2220.0%0.04%0.0%
Q4 2018$610,000
+203.5%
18,222
+258.8%
0.04%
+200.0%
Q3 2018$201,0005,0780.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Systelligence, LLC 202,133$12,350,3263.37%
CHANNEL WEALTH LLC 14,156$864,9320.41%
CGN Advisors LLC 11,240$686,7430.10%
Versant Capital Management, Inc 155$9,4800.00%
MASSMUTUAL TRUST CO FSB/ADV 622$38,0040.00%
Lowe Wealth Advisors, LLC 5$3060.00%
View complete list of SCHWAB STRATEGIC TR shareholders