SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 6 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,212 | +121100.0% | 22 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 22 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $1 | -99.9% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | -50.0% | 22 | -50.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $2,000 | +100.0% | 44 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $1,000 | -50.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 44 | -12.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
| Q4 2017 | $2,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |