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% | – |
Download | ||||||
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% |