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 | $267,986 | -2.9% | 4,864 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $275,997 | +4.8% | 4,864 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $263,251 | +2.9% | 4,864 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $255,954 | +11.8% | 4,864 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $229,000 | -17.3% | 4,864 | -11.8% | 0.01% | -20.0% |
| Q2 2022 | $277,000 | -12.9% | 5,514 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $318,000 | +12.8% | 5,514 | +13.4% | 0.02% | +14.3% |
| Q4 2021 | $282,000 | +8.0% | 4,864 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $261,000 | -3.3% | 4,864 | -2.1% | 0.02% | -6.2% |
| Q2 2021 | $270,000 | +5.9% | 4,969 | 0.0% | 0.02% | -20.0% |
| Q1 2021 | $255,000 | +14.3% | 4,969 | 0.0% | 0.02% | +17.6% |
| Q4 2020 | $223,000 | -6.7% | 4,969 | -36.2% | 0.02% | -34.6% |
| Q1 2020 | $239,000 | -27.1% | 7,792 | +0.0% | 0.03% | -27.8% |
| Q4 2019 | $328,000 | +9.0% | 7,791 | +1.4% | 0.04% | 0.0% |
| Q3 2019 | $301,000 | -10.4% | 7,686 | -11.5% | 0.04% | -18.2% |
| Q2 2019 | $336,000 | – | 8,681 | – | 0.04% | – |
Download | ||||||
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% |