SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $18,810 | +376100.0% | 500 | +376.2% | 0.00% | – |
| Q4 2022 | $5 | -99.9% | 105 | -36.4% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -46.7% | 165 | -43.1% | 0.00% | – |
| Q1 2022 | $15,000 | +114.3% | 290 | +132.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | +40.0% | 125 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 125 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -20.0% | 125 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | +25.0% | 125 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 125 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | +25.0% | 125 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q4 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q3 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2016 | $4,000 | -33.3% | 125 | -44.4% | 0.00% | – |
| Q4 2015 | $6,000 | – | 225 | – | 0.00% | – |
Download | ||||||
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% |