SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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% | – |
Download |
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% |