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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,591,599 | -2.9% | 28,889 | 0.0% | 0.40% | +9.6% |
| Q2 2023 | $1,639,173 | +4.8% | 28,889 | 0.0% | 0.36% | -25.9% |
| Q1 2023 | $1,563,473 | +2.9% | 28,889 | 0.0% | 0.49% | -1.8% |
| Q4 2022 | $1,520,139 | +11.7% | 28,889 | 0.0% | 0.50% | -3.3% |
| Q3 2022 | $1,361,000 | -6.2% | 28,889 | 0.0% | 0.52% | -3.9% |
| Q2 2022 | $1,451,000 | -13.0% | 28,889 | 0.0% | 0.54% | -3.9% |
| Q1 2022 | $1,668,000 | -0.5% | 28,889 | 0.0% | 0.56% | +1.6% |
| Q4 2021 | $1,676,000 | +8.3% | 28,889 | 0.0% | 0.55% | -7.1% |
| Q3 2021 | $1,547,000 | -1.5% | 28,889 | 0.0% | 0.59% | -3.1% |
| Q2 2021 | $1,570,000 | +0.6% | 28,889 | -4.9% | 0.61% | -23.1% |
| Q1 2021 | $1,560,000 | +14.4% | 30,371 | 0.0% | 0.80% | -1.1% |
| Q4 2020 | $1,364,000 | +18.0% | 30,371 | 0.0% | 0.80% | -5.5% |
| Q3 2020 | $1,156,000 | -4.1% | 30,371 | -8.7% | 0.85% | -3.5% |
| Q2 2020 | $1,206,000 | -43.1% | 33,278 | -51.8% | 0.88% | -56.2% |
| Q1 2020 | $2,121,000 | -31.2% | 69,112 | +6923.6% | 2.01% | -26.7% |
| Q4 2019 | $3,085,000 | – | 984 | – | 2.75% | – |
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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% |