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 | $467,606 | -21.5% | 8,488 | -19.4% | 0.00% | 0.0% |
Q2 2023 | $595,542 | -0.9% | 10,527 | -5.1% | 0.00% | 0.0% |
Q1 2023 | $600,809 | +16.2% | 11,094 | +13.0% | 0.00% | 0.0% |
Q4 2022 | $517,000 | -72.9% | 9,819 | -75.7% | 0.00% | -75.0% |
Q3 2022 | $1,907,000 | -2.4% | 40,462 | +4.0% | 0.00% | 0.0% |
Q2 2022 | $1,954,000 | -2.7% | 38,909 | +11.9% | 0.00% | 0.0% |
Q1 2022 | $2,008,000 | +7.9% | 34,769 | +8.5% | 0.00% | 0.0% |
Q4 2021 | $1,861,000 | +13.1% | 32,058 | +4.2% | 0.00% | +33.3% |
Q3 2021 | $1,646,000 | +12.4% | 30,753 | +14.2% | 0.00% | 0.0% |
Q2 2021 | $1,465,000 | +50.6% | 26,940 | +42.0% | 0.00% | +50.0% |
Q1 2021 | $973,000 | +15.4% | 18,974 | +1.0% | 0.00% | 0.0% |
Q4 2020 | $843,000 | +35.7% | 18,794 | +15.4% | 0.00% | 0.0% |
Q3 2020 | $621,000 | +29.1% | 16,293 | +22.8% | 0.00% | 0.0% |
Q2 2020 | $481,000 | +72.4% | 13,272 | -63.4% | 0.00% | +100.0% |
Q1 2020 | $279,000 | – | 36,295 | – | 0.00% | – |
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% |