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 ↓ |
|---|---|---|---|
| Sound Stewardship, LLC | 190,275 | $10,482,958 | 7.04% |
| Guardian Financial Partners, LLC | 83,811 | $4,617,458 | 4.34% |
| Systelligence, LLC | 185,782 | $10,235,399 | 2.88% |
| Callan Capital, LLC | 467,797 | $25,772,608 | 2.76% |
| Opes Wealth Management LLC | 164,745 | $9,076,443 | 2.51% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 53,265 | $2,934,536 | 1.48% |
| Yoder Wealth Management, Inc. | 28,539 | $1,572,316 | 1.30% |
| Leonard Rickey Investment Advisors P.L.L.C. | 61,461 | $3,386,107 | 1.11% |
| Kaizen Financial Strategies | 20,003 | $1,102,037 | 0.93% |
| ZRC WEALTH MANAGEMENT, LLC | 19,142 | $1,054,601 | 0.91% |