SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,617,458 | -9.9% | 83,811 | -11.5% | 4.34% | -15.8% |
| Q1 2023 | $5,127,557 | -6.3% | 94,744 | -8.9% | 5.15% | -11.2% |
| Q4 2022 | $5,473,196 | +2.4% | 104,014 | -8.3% | 5.81% | -6.3% |
| Q3 2022 | $5,346,000 | -7.2% | 113,428 | -1.1% | 6.19% | -4.0% |
| Q2 2022 | $5,759,000 | -9.1% | 114,653 | +1.8% | 6.45% | -1.0% |
| Q1 2022 | $6,333,000 | +12.9% | 112,612 | +16.6% | 6.52% | +21.8% |
| Q4 2021 | $5,607,000 | – | 96,609 | – | 5.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 308,340 | $11,925,000 | 8.15% |
| HHM Wealth Advisors, LLC | 265,289 | $10,260,000 | 6.05% |
| Leonard Rickey Investment Advisors P.L.L.C. | 91,323 | $3,532,000 | 2.38% |
| Tiller Private Wealth, Inc. | 35,230 | $1,363,000 | 1.15% |
| Callan Capital, LLC | 88,992 | $3,442,000 | 1.11% |
| Covenant Multifamily Offices, LLC | 124,016 | $4,796,000 | 1.05% |
| Hochman Cole Investment Advisors, Inc. | 24,013 | $929,000 | 0.55% |
| Retirement Planning Group, LLC | 47,821 | $1,849,000 | 0.42% |
| Vigilant Capital Management, LLC | 79,410 | $3,071,000 | 0.41% |
| SOL Capital Management CO | 17,564 | $679,000 | 0.18% |