SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 311,093 | $11,697,000 | 8.55% |
| HHM Wealth Advisors, LLC | 260,098 | $9,780,000 | 6.26% |
| Leonard Rickey Investment Advisors P.L.L.C. | 97,754 | $3,676,000 | 2.66% |
| Tiller Private Wealth, Inc. | 35,230 | $1,325,000 | 1.15% |
| Callan Capital, LLC | 92,906 | $3,493,000 | 1.14% |
| Hochman Cole Investment Advisors, Inc. | 29,256 | $1,100,000 | 0.66% |
| Retirement Planning Group, LLC | 51,393 | $1,932,000 | 0.47% |
| Vigilant Capital Management, LLC | 77,855 | $2,927,000 | 0.41% |
| VALLEY NATIONAL ADVISERS INC | 20,302 | $763,000 | 0.22% |
| SOL Capital Management CO | 17,573 | $661,000 | 0.18% |