PATRIOT INVESTMENT MANAGEMENT GROUP, INC. - SCHWAB STRATEGIC TR ownership

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
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$105,579
-99.9%
1,895
-4.0%
0.01%0.0%
Q2 2020$71,557,0001,9740.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Opes Wealth Management LLC 136,706$7,321,0002.59%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 68,672$3,678,0001.95%
Leonard Rickey Investment Advisors P.L.L.C. 63,240$3,387,0001.42%
HHM Wealth Advisors, LLC 48,268$2,585,0000.70%
Red Door Wealth Management, LLC 28,889$1,547,0000.59%
Red Tortoise LLC 15,165$715,0000.56%
Covenant Multifamily Offices, LLC 52,614$2,868,0000.52%
Callan Capital, LLC 56,200$3,010,0000.50%
BEAM WEALTH ADVISORS, INC. 10,060$539,0000.46%
MorganRosel Wealth Management, LLC 15,717$842,0000.46%
View complete list of SCHWAB STRATEGIC TR shareholders