SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |