SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 79 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $8,000 | -11.1% | 160 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $9,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | -30.8% | 160 | -38.5% | 0.01% | -16.7% |
| Q1 2021 | $13,000 | +8.3% | 260 | 0.0% | 0.01% | -25.0% |
| Q4 2020 | $12,000 | +33.3% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 260 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $8,000 | -27.3% | 260 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $11,000 | +10.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | -96.2% | 260 | -97.4% | 0.01% | -47.4% |
| Q1 2019 | $260,000 | – | 10,004 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 164,791 | $7,350,000 | 3.54% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 59,557 | $2,674,000 | 1.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 69,877 | $3,137,000 | 1.43% |
| ADE, LLC | 32,359 | $1,453,000 | 1.17% |
| Red Door Wealth Management, LLC | 30,371 | $1,364,000 | 0.80% |
| HHM Wealth Advisors, LLC | 50,651 | $2,274,000 | 0.78% |
| Callan Capital, LLC | 59,951 | $2,692,000 | 0.55% |
| MorganRosel Wealth Management, LLC | 14,304 | $642,000 | 0.45% |
| BELLEVUE ASSET MANAGEMENT, LLC | 14,747 | $694,000 | 0.42% |
| Covenant Multifamily Offices, LLC | 48,018 | $2,156,000 | 0.38% |