SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,689,721 | +2.2% | 30,670 | +5.2% | 0.01% | -14.3% |
| Q2 2023 | $1,653,472 | +32.3% | 29,141 | +26.2% | 0.01% | +40.0% |
| Q1 2023 | $1,249,577 | -45.6% | 23,089 | -47.1% | 0.01% | -58.3% |
| Q4 2022 | $2,296,443 | +8.5% | 43,642 | -2.9% | 0.01% | 0.0% |
| Q3 2022 | $2,117,000 | -18.0% | 44,926 | -12.6% | 0.01% | -29.4% |
| Q2 2022 | $2,582,000 | -15.0% | 51,405 | -2.3% | 0.02% | -15.0% |
| Q1 2022 | $3,038,000 | -0.5% | 52,612 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $3,054,000 | +76250.0% | 52,612 | +76149.3% | 0.02% | – |
| Q3 2021 | $4,000 | +100.0% | 69 | +68.3% | 0.00% | – |
| Q2 2021 | $2,000 | +100.0% | 41 | +192.9% | 0.00% | – |
| Q1 2021 | $1,000 | -93.3% | 14 | -95.9% | 0.00% | – |
| Q4 2020 | $15,000 | -42.3% | 341 | -54.5% | 0.00% | -100.0% |
| Q3 2017 | $26,000 | +4.0% | 750 | 0.0% | 0.00% | -66.7% |
| Q2 2017 | $25,000 | +8.7% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $23,000 | -66.2% | 750 | -67.6% | 0.00% | -57.1% |
| Q1 2016 | $68,000 | – | 2,315 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 311,093 | $11,697,000 | 8.55% |
| HHM Wealth Advisors, LLC | 260,098 | $9,780,000 | 6.26% |
| Leonard Rickey Investment Advisors P.L.L.C. | 97,754 | $3,676,000 | 2.66% |
| Tiller Private Wealth, Inc. | 35,230 | $1,325,000 | 1.15% |
| Callan Capital, LLC | 92,906 | $3,493,000 | 1.14% |
| Hochman Cole Investment Advisors, Inc. | 29,256 | $1,100,000 | 0.66% |
| Retirement Planning Group, LLC | 51,393 | $1,932,000 | 0.47% |
| Vigilant Capital Management, LLC | 77,855 | $2,927,000 | 0.41% |
| VALLEY NATIONAL ADVISERS INC | 20,302 | $763,000 | 0.22% |
| SOL Capital Management CO | 17,573 | $661,000 | 0.18% |