SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,547 | -2.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $28,370 | +4.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,060 | +2.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $26,310 | +9.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -57.6% | 500 | -50.0% | 0.00% | -50.0% |
| Q1 2022 | $59,000 | +1.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $58,000 | +7.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $54,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | +5.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $51,000 | +13.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $45,000 | +18.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $38,000 | -35.6% | 1,000 | -39.4% | 0.00% | -50.0% |
| Q2 2020 | $59,000 | +18.0% | 1,650 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $50,000 | -28.6% | 1,650 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $70,000 | +79.5% | 1,650 | +65.0% | 0.01% | +66.7% |
| Q3 2019 | $39,000 | 0.0% | 1,000 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $39,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
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% |