SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. 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 | 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% |