SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229,515 | +4.8% | 4,045 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $218,915 | +2.9% | 4,045 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $212,848 | +4.3% | 4,045 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $204,000 | -12.8% | 4,056 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $234,000 | -14.3% | 4,056 | -13.7% | 0.01% | -16.7% |
| Q4 2021 | $273,000 | +11.9% | 4,698 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $244,000 | -1.2% | 4,548 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $247,000 | +6.0% | 4,548 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $233,000 | +14.2% | 4,548 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $204,000 | +61.9% | 4,548 | +43.1% | 0.01% | 0.0% |
| Q3 2018 | $126,000 | +1.6% | 3,179 | -7.1% | 0.01% | +20.0% |
| Q1 2018 | $124,000 | -3.1% | 3,421 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $128,000 | – | 3,421 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guardian Financial Partners, LLC | 96,609 | $5,607,000 | 5.35% |
| Opes Wealth Management LLC | 131,899 | $7,655,000 | 2.38% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,441 | $3,972,000 | 1.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,843 | $3,705,000 | 1.36% |
| HHM Wealth Advisors, LLC | 45,306 | $2,629,000 | 0.63% |
| Red Tortoise LLC | 15,179 | $881,000 | 0.61% |
| Red Door Wealth Management, LLC | 28,889 | $1,676,000 | 0.55% |
| Callan Capital, LLC | 55,900 | $3,244,000 | 0.47% |
| Sage Financial Management Group, Inc. | 11,340 | $658,000 | 0.44% |
| MorganRosel Wealth Management, LLC | 15,367 | $892,000 | 0.43% |