SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 79 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,890 | -2.9% | 9,618 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $545,729 | -0.8% | 9,618 | -5.4% | 0.01% | -10.0% |
| Q1 2023 | $550,346 | +2.9% | 10,169 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $535,093 | +11.7% | 10,169 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $479,000 | -11.0% | 10,169 | -5.0% | 0.01% | -16.7% |
| Q2 2022 | $538,000 | -14.2% | 10,701 | -1.4% | 0.01% | 0.0% |
| Q1 2022 | $627,000 | -5.1% | 10,857 | -4.7% | 0.01% | -7.7% |
| Q4 2021 | $661,000 | +8.4% | 11,388 | 0.0% | 0.01% | -13.3% |
| Q3 2021 | $610,000 | -10.7% | 11,388 | -9.3% | 0.02% | -11.8% |
| Q2 2021 | $683,000 | -10.4% | 12,553 | -15.5% | 0.02% | -22.7% |
| Q1 2021 | $762,000 | +14.2% | 14,858 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $667,000 | +17.6% | 14,858 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $567,000 | – | 14,858 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guardian Financial Partners, LLC | 96,609 | $5,607,000 | 5.35% |
| Opes Wealth Management LLC | 131,899 | $7,655,000 | 2.38% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,441 | $3,972,000 | 1.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,843 | $3,705,000 | 1.36% |
| HHM Wealth Advisors, LLC | 45,306 | $2,629,000 | 0.63% |
| Red Tortoise LLC | 15,179 | $881,000 | 0.61% |
| Red Door Wealth Management, LLC | 28,889 | $1,676,000 | 0.55% |
| Callan Capital, LLC | 55,900 | $3,244,000 | 0.47% |
| Sage Financial Management Group, Inc. | 11,340 | $658,000 | 0.44% |
| MorganRosel Wealth Management, LLC | 15,367 | $892,000 | 0.43% |