SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $212 | -7.8% | 3,735 | -12.0% | 0.09% | -16.2% |
Q1 2023 | $230 | +3.1% | 4,245 | 0.0% | 0.11% | -1.8% |
Q4 2022 | $223 | -99.9% | 4,245 | -4.5% | 0.11% | -7.4% |
Q3 2022 | $209,000 | -6.3% | 4,445 | 0.0% | 0.12% | -0.8% |
Q2 2022 | $223,000 | -22.6% | 4,445 | -11.0% | 0.12% | -11.5% |
Q1 2022 | $288,000 | -0.7% | 4,995 | 0.0% | 0.14% | +0.7% |
Q4 2021 | $290,000 | +8.2% | 4,995 | 0.0% | 0.14% | -4.8% |
Q3 2021 | $268,000 | -1.5% | 4,995 | 0.0% | 0.14% | -5.2% |
Q2 2021 | $272,000 | +3.4% | 4,995 | -2.7% | 0.15% | -6.1% |
Q1 2021 | $263,000 | – | 5,135 | – | 0.16% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sound Stewardship, LLC | 190,275 | $10,482,958 | 7.04% |
Guardian Financial Partners, LLC | 83,811 | $4,617,458 | 4.34% |
Systelligence, LLC | 185,782 | $10,235,399 | 2.88% |
Callan Capital, LLC | 467,797 | $25,772,608 | 2.76% |
Opes Wealth Management LLC | 164,745 | $9,076,443 | 2.51% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 53,265 | $2,934,536 | 1.48% |
Yoder Wealth Management, Inc. | 28,539 | $1,572,316 | 1.30% |
Leonard Rickey Investment Advisors P.L.L.C. | 61,461 | $3,386,107 | 1.11% |
Kaizen Financial Strategies | 20,003 | $1,102,037 | 0.93% |
ZRC WEALTH MANAGEMENT, LLC | 19,142 | $1,054,601 | 0.91% |