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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,147 | -2.9% | 5,575 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $316,328 | +4.8% | 5,575 | 0.0% | 0.03% | -13.9% |
| Q1 2023 | $301,719 | +1.4% | 5,575 | -1.4% | 0.04% | +2.9% |
| Q4 2022 | $297,461 | +11.8% | 5,653 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $266,000 | -6.3% | 5,653 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $284,000 | -11.8% | 5,653 | +1.4% | 0.03% | -2.9% |
| Q1 2022 | $322,000 | -0.6% | 5,575 | 0.0% | 0.04% | -7.9% |
| Q4 2021 | $324,000 | – | 5,575 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 202,133 | $12,350,326 | 3.37% |
| CHANNEL WEALTH LLC | 14,156 | $864,932 | 0.41% |
| CGN Advisors LLC | 11,240 | $686,743 | 0.10% |
| Versant Capital Management, Inc | 155 | $9,480 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 622 | $38,004 | 0.00% |
| Lowe Wealth Advisors, LLC | 5 | $306 | 0.00% |