SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $826 | -99.0% | 15 | -99.2% | 0.00% | -100.0% |
| Q3 2022 | $85,000 | +129.7% | 1,813 | +148.4% | 0.04% | +147.1% |
| Q2 2022 | $37,000 | -42.2% | 730 | -34.1% | 0.02% | -34.6% |
| Q1 2022 | $64,000 | -23.8% | 1,107 | -23.9% | 0.03% | -23.5% |
| Q4 2021 | $84,000 | +7.7% | 1,454 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $78,000 | -1.3% | 1,454 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $79,000 | -34.7% | 1,454 | -38.3% | 0.04% | -40.0% |
| Q1 2021 | $121,000 | +14.2% | 2,356 | 0.0% | 0.06% | +5.3% |
| Q4 2020 | $106,000 | +17.8% | 2,356 | 0.0% | 0.06% | +1.8% |
| Q3 2020 | $90,000 | +5.9% | 2,356 | 0.0% | 0.06% | -1.8% |
| Q2 2020 | $85,000 | -70.3% | 2,356 | -74.8% | 0.06% | -70.5% |
| Q1 2020 | $286,000 | – | 9,331 | – | 0.19% | – |
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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% |