SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,868,000 | -0.9% | 52,614 | -1.2% | 0.52% | -2.3% |
| Q2 2021 | $2,895,000 | +3.8% | 53,243 | -2.1% | 0.53% | -7.5% |
| Q1 2021 | $2,789,000 | +29.4% | 54,389 | +13.3% | 0.57% | +48.1% |
| Q4 2020 | $2,156,000 | +30.0% | 48,018 | +10.4% | 0.38% | +18.1% |
| Q3 2020 | $1,659,000 | -23.7% | 43,501 | -27.5% | 0.33% | -24.0% |
| Q2 2020 | $2,174,000 | -41.7% | 59,963 | -50.6% | 0.43% | -54.3% |
| Q1 2020 | $3,726,000 | -31.7% | 121,380 | -6.2% | 0.94% | +0.8% |
| Q4 2019 | $5,454,000 | +4.9% | 129,422 | -2.6% | 0.93% | -16.7% |
| Q3 2019 | $5,197,000 | +8.4% | 132,818 | +7.1% | 1.12% | +6.2% |
| Q2 2019 | $4,796,000 | – | 124,016 | – | 1.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 67,519 | $2,448,000 | 1.98% |
| Opes Wealth Management LLC | 100,825 | $3,655,000 | 1.86% |
| Leonard Rickey Investment Advisors P.L.L.C. | 72,241 | $2,619,000 | 1.70% |
| HHM Wealth Advisors, LLC | 71,244 | $2,583,000 | 1.08% |
| Red Door Wealth Management, LLC | 33,278 | $1,206,000 | 0.88% |
| BELLEVUE ASSET MANAGEMENT, LLC | 17,976 | $652,000 | 0.67% |
| Callan Capital, LLC | 62,394 | $2,262,000 | 0.57% |
| Covenant Multifamily Offices, LLC | 59,963 | $2,174,000 | 0.43% |
| Hochman Cole Investment Advisors, Inc. | 20,188 | $732,000 | 0.40% |
| Wade Financial Advisory, Inc | 11,279 | $409,000 | 0.35% |