SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,480 | +10.9% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,548 | -2.9% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,804 | – | 155 | – | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $18,000 | -59.1% | 340 | -58.3% | 0.01% | -62.5% |
| Q2 2021 | $44,000 | +4.8% | 815 | +0.4% | 0.02% | +6.7% |
| Q1 2021 | $42,000 | +16.7% | 812 | +0.4% | 0.02% | +7.1% |
| Q4 2020 | $36,000 | +20.0% | 809 | +0.6% | 0.01% | +7.7% |
| Q3 2020 | $30,000 | -3.2% | 804 | -8.2% | 0.01% | -7.1% |
| Q2 2020 | $31,000 | +3.3% | 876 | -11.4% | 0.01% | -12.5% |
| Q1 2020 | $30,000 | -16.7% | 989 | +13.5% | 0.02% | -11.1% |
| Q4 2019 | $36,000 | +620.0% | 871 | +476.8% | 0.02% | +800.0% |
| Q3 2019 | $5,000 | – | 151 | – | 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% |