SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 71 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |