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 2021 | $298,000 | -1.7% | 5,575 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $303,000 | -12.9% | 5,575 | -17.9% | 0.02% | -19.0% |
| Q1 2021 | $348,000 | +14.5% | 6,792 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $304,000 | +17.8% | 6,792 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $258,000 | -5.5% | 6,792 | -10.0% | 0.02% | -13.0% |
| Q2 2020 | $273,000 | -5.9% | 7,545 | -20.2% | 0.02% | -17.9% |
| Q1 2020 | $290,000 | -27.1% | 9,459 | 0.0% | 0.03% | -12.5% |
| Q4 2019 | $398,000 | +7.6% | 9,459 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $370,000 | +1.4% | 9,459 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $365,000 | – | 9,459 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 164,791 | $7,350,000 | 3.54% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 59,557 | $2,674,000 | 1.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 69,877 | $3,137,000 | 1.43% |
| ADE, LLC | 32,359 | $1,453,000 | 1.17% |
| Red Door Wealth Management, LLC | 30,371 | $1,364,000 | 0.80% |
| HHM Wealth Advisors, LLC | 50,651 | $2,274,000 | 0.78% |
| Callan Capital, LLC | 59,951 | $2,692,000 | 0.55% |
| MorganRosel Wealth Management, LLC | 14,304 | $642,000 | 0.45% |
| BELLEVUE ASSET MANAGEMENT, LLC | 14,747 | $694,000 | 0.42% |
| Covenant Multifamily Offices, LLC | 48,018 | $2,156,000 | 0.38% |