SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $827,000 | +19.2% | 22,815 | +0.9% | 0.06% | -1.7% |
Q1 2020 | $694,000 | -28.7% | 22,615 | -2.2% | 0.06% | -7.7% |
Q4 2019 | $974,000 | +10.1% | 23,115 | +2.2% | 0.06% | 0.0% |
Q3 2019 | $885,000 | +1.1% | 22,615 | 0.0% | 0.06% | 0.0% |
Q2 2019 | $875,000 | +2.9% | 22,615 | 0.0% | 0.06% | +1.6% |
Q1 2019 | $850,000 | +12.3% | 22,615 | 0.0% | 0.06% | -4.5% |
Q4 2018 | $757,000 | -15.3% | 22,615 | 0.0% | 0.07% | -9.5% |
Q3 2018 | $894,000 | +5.8% | 22,615 | 0.0% | 0.07% | -3.9% |
Q2 2018 | $845,000 | +3.2% | 22,615 | 0.0% | 0.08% | 0.0% |
Q1 2018 | $819,000 | -2.8% | 22,615 | 0.0% | 0.08% | -6.1% |
Q4 2017 | $843,000 | +6.3% | 22,615 | 0.0% | 0.08% | -4.7% |
Q3 2017 | $793,000 | +3.9% | 22,615 | 0.0% | 0.09% | -4.4% |
Q2 2017 | $763,000 | +0.1% | 22,615 | 0.0% | 0.09% | -16.7% |
Q1 2017 | $762,000 | +3.5% | 22,615 | 0.0% | 0.11% | -1.8% |
Q4 2016 | $736,000 | +4.8% | 22,615 | -0.1% | 0.11% | +0.9% |
Q3 2016 | $702,000 | +3.2% | 22,635 | 0.0% | 0.11% | -3.5% |
Q2 2016 | $680,000 | +2.4% | 22,635 | +0.1% | 0.11% | -3.4% |
Q1 2016 | $664,000 | +2.9% | 22,615 | 0.0% | 0.12% | -2.5% |
Q4 2015 | $645,000 | – | 22,615 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sound Stewardship, LLC | 190,275 | $10,482,958 | 7.04% |
Guardian Financial Partners, LLC | 83,811 | $4,617,458 | 4.34% |
Systelligence, LLC | 185,782 | $10,235,399 | 2.88% |
Callan Capital, LLC | 467,797 | $25,772,608 | 2.76% |
Opes Wealth Management LLC | 164,745 | $9,076,443 | 2.51% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 53,265 | $2,934,536 | 1.48% |
Yoder Wealth Management, Inc. | 28,539 | $1,572,316 | 1.30% |
Leonard Rickey Investment Advisors P.L.L.C. | 61,461 | $3,386,107 | 1.11% |
Kaizen Financial Strategies | 20,003 | $1,102,037 | 0.93% |
ZRC WEALTH MANAGEMENT, LLC | 19,142 | $1,054,601 | 0.91% |