SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $713,000 | -7.2% | 13,308 | -5.8% | 0.28% | -9.1% |
| Q2 2021 | $768,000 | +3.5% | 14,120 | -2.5% | 0.31% | -1.3% |
| Q1 2021 | $742,000 | +14.0% | 14,475 | -0.1% | 0.31% | +11.1% |
| Q4 2020 | $651,000 | +0.3% | 14,492 | -14.8% | 0.28% | -12.5% |
| Q3 2020 | $649,000 | -11.3% | 17,013 | -15.7% | 0.32% | -20.8% |
| Q2 2020 | $732,000 | +11.8% | 20,188 | -5.3% | 0.40% | -10.2% |
| Q1 2020 | $655,000 | -34.5% | 21,319 | -10.2% | 0.45% | -17.4% |
| Q4 2019 | $1,000,000 | +7.8% | 23,729 | +0.1% | 0.54% | -5.9% |
| Q3 2019 | $928,000 | -0.1% | 23,704 | -1.3% | 0.58% | +4.5% |
| Q2 2019 | $929,000 | -15.5% | 24,013 | -17.9% | 0.55% | -15.5% |
| Q1 2019 | $1,100,000 | +25.7% | 29,256 | +11.9% | 0.66% | +9.0% |
| Q4 2018 | $875,000 | – | 26,138 | – | 0.60% | – |
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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% |