SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 6 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Opes Wealth Management LLC | 136,706 | $7,321,000 | 2.59% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,672 | $3,678,000 | 1.95% |
Leonard Rickey Investment Advisors P.L.L.C. | 63,240 | $3,387,000 | 1.42% |
HHM Wealth Advisors, LLC | 48,268 | $2,585,000 | 0.70% |
Red Door Wealth Management, LLC | 28,889 | $1,547,000 | 0.59% |
Red Tortoise LLC | 15,165 | $715,000 | 0.56% |
Covenant Multifamily Offices, LLC | 52,614 | $2,868,000 | 0.52% |
Callan Capital, LLC | 56,200 | $3,010,000 | 0.50% |
BEAM WEALTH ADVISORS, INC. | 10,060 | $539,000 | 0.46% |
MorganRosel Wealth Management, LLC | 15,717 | $842,000 | 0.46% |