SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,417 | -4.4% | 4,910 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $278,595 | +6.0% | 4,910 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $262,734 | +1.7% | 4,910 | 0.0% | 0.01% | -22.2% |
| Q4 2022 | $258,364 | +0.1% | 4,910 | 0.0% | 0.02% | -10.0% |
| Q3 2022 | $258,000 | +4.5% | 4,910 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $247,000 | -5.7% | 4,910 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $262,000 | – | 4,910 | – | 0.02% | – |
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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% |