SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $46,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $46,000 | +4.5% | 850 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $44,000 | -42.1% | 850 | -50.0% | 0.01% | 0.0% |
| Q4 2020 | $76,000 | +137.5% | 1,700 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | +3.2% | 850 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $31,000 | +19.2% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -27.8% | 850 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $36,000 | +9.1% | 850 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $33,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $33,000 | +3.1% | 850 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $32,000 | +14.3% | 850 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $28,000 | -17.6% | 850 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $34,000 | +6.2% | 850 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $32,000 | – | 850 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 311,093 | $11,697,000 | 8.55% |
| HHM Wealth Advisors, LLC | 260,098 | $9,780,000 | 6.26% |
| Leonard Rickey Investment Advisors P.L.L.C. | 97,754 | $3,676,000 | 2.66% |
| Tiller Private Wealth, Inc. | 35,230 | $1,325,000 | 1.15% |
| Callan Capital, LLC | 92,906 | $3,493,000 | 1.14% |
| Hochman Cole Investment Advisors, Inc. | 29,256 | $1,100,000 | 0.66% |
| Retirement Planning Group, LLC | 51,393 | $1,932,000 | 0.47% |
| Vigilant Capital Management, LLC | 77,855 | $2,927,000 | 0.41% |
| VALLEY NATIONAL ADVISERS INC | 20,302 | $763,000 | 0.22% |
| SOL Capital Management CO | 17,573 | $661,000 | 0.18% |