SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $128 | -99.8% | 2,439 | +48.8% | 0.00% | – |
| Q3 2022 | $77,000 | -2.5% | 1,639 | +3.5% | 0.00% | – |
| Q2 2022 | $79,000 | -11.2% | 1,584 | +2.2% | 0.00% | – |
| Q1 2022 | $89,000 | 0.0% | 1,550 | 0.0% | 0.00% | – |
| Q4 2021 | $89,000 | +7.2% | 1,550 | 0.0% | 0.00% | – |
| Q3 2021 | $83,000 | -1.2% | 1,550 | 0.0% | 0.00% | – |
| Q2 2021 | $84,000 | – | 1,550 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 136,706 | $7,321,000 | 2.59% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,672 | $3,678,000 | 1.95% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,240 | $3,387,000 | 1.42% |
| HHM Wealth Advisors, LLC | 48,268 | $2,585,000 | 0.70% |
| Red Door Wealth Management, LLC | 28,889 | $1,547,000 | 0.59% |
| Red Tortoise LLC | 15,165 | $715,000 | 0.56% |
| Covenant Multifamily Offices, LLC | 52,614 | $2,868,000 | 0.52% |
| Callan Capital, LLC | 56,200 | $3,010,000 | 0.50% |
| BEAM WEALTH ADVISORS, INC. | 10,060 | $539,000 | 0.46% |
| MorganRosel Wealth Management, LLC | 15,717 | $842,000 | 0.46% |