SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,618 | +4.8% | 381 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $20,620 | +2.9% | 381 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $20,048 | +11.4% | 381 | 0.0% | 0.03% | -8.3% |
| Q3 2022 | $18,000 | -5.3% | 381 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $19,000 | -13.6% | 381 | 0.0% | 0.04% | +6.1% |
| Q1 2022 | $22,000 | 0.0% | 381 | 0.0% | 0.03% | +6.5% |
| Q4 2021 | $22,000 | +10.0% | 381 | 0.0% | 0.03% | +3.3% |
| Q3 2021 | $20,000 | – | 381 | – | 0.03% | – |
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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% |