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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $839,626 | -2.2% | 15,240 | +0.8% | 0.35% | +0.3% |
| Q2 2023 | $858,199 | +4.8% | 15,125 | 0.0% | 0.35% | +0.3% |
| Q1 2023 | $818,565 | +1.4% | 15,125 | -1.4% | 0.35% | -6.2% |
| Q4 2022 | $806,928 | -28.9% | 15,335 | -36.3% | 0.37% | -34.6% |
| Q3 2022 | $1,135,000 | +41.9% | 24,074 | +51.2% | 0.57% | +32.9% |
| Q2 2022 | $800,000 | -3.3% | 15,924 | +11.2% | 0.43% | +6.7% |
| Q1 2022 | $827,000 | -7.3% | 14,324 | -6.8% | 0.40% | -7.6% |
| Q4 2021 | $892,000 | +5.9% | 15,367 | -2.2% | 0.43% | -5.7% |
| Q3 2021 | $842,000 | +9.8% | 15,717 | +11.4% | 0.46% | +7.0% |
| Q2 2021 | $767,000 | +9.6% | 14,110 | +3.4% | 0.43% | -2.5% |
| Q1 2021 | $700,000 | +9.0% | 13,644 | -4.6% | 0.44% | -2.4% |
| Q4 2020 | $642,000 | +22.8% | 14,304 | +4.3% | 0.45% | +7.4% |
| Q3 2020 | $523,000 | +65.5% | 13,709 | +57.2% | 0.42% | +44.2% |
| Q2 2020 | $316,000 | +39.2% | 8,720 | +18.0% | 0.29% | +12.7% |
| Q1 2020 | $227,000 | -21.7% | 7,388 | +7.4% | 0.26% | +17.7% |
| Q4 2019 | $290,000 | – | 6,876 | – | 0.22% | – |
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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% |