SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,324 | -92.9% | 623 | -92.6% | 0.00% | -93.8% |
| Q2 2023 | $480,361 | +66248.2% | 8,466 | -36.7% | 0.02% | -30.4% |
| Q1 2023 | $724 | +73.2% | 13,381 | +68.3% | 0.02% | +35.3% |
| Q4 2022 | $418 | -99.9% | 7,949 | -35.6% | 0.02% | +88.9% |
| Q3 2022 | $581,000 | +147.2% | 12,336 | +163.9% | 0.01% | +80.0% |
| Q2 2022 | $235,000 | +18.7% | 4,674 | +36.3% | 0.01% | +150.0% |
| Q1 2022 | $198,000 | -42.1% | 3,430 | -41.8% | 0.00% | -66.7% |
| Q4 2021 | $342,000 | +8.6% | 5,890 | +0.1% | 0.01% | -25.0% |
| Q3 2021 | $315,000 | -1.6% | 5,886 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $320,000 | +15900.0% | 5,883 | +7074.4% | 0.01% | – |
| Q4 2015 | $2,000 | -94.1% | 82 | -93.4% | 0.00% | -100.0% |
| Q4 2013 | $34,000 | – | 1,247 | – | 0.01% | – |
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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% |