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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $93,000 | 0.0% | 1,718 | 0.0% | 0.03% | -8.8% |
| Q2 2021 | $93,000 | +5.7% | 1,718 | 0.0% | 0.03% | +9.7% |
| Q1 2021 | $88,000 | +14.3% | 1,718 | 0.0% | 0.03% | +6.9% |
| Q4 2020 | $77,000 | +16.7% | 1,718 | 0.0% | 0.03% | -3.3% |
| Q3 2020 | $66,000 | +6.5% | 1,718 | 0.0% | 0.03% | +3.4% |
| Q2 2020 | $62,000 | +17.0% | 1,718 | 0.0% | 0.03% | +3.6% |
| Q1 2020 | $53,000 | – | 1,718 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guardian Financial Partners, LLC | 96,609 | $5,607,000 | 5.35% |
| Opes Wealth Management LLC | 131,899 | $7,655,000 | 2.38% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,441 | $3,972,000 | 1.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,843 | $3,705,000 | 1.36% |
| HHM Wealth Advisors, LLC | 45,306 | $2,629,000 | 0.63% |
| Red Tortoise LLC | 15,179 | $881,000 | 0.61% |
| Red Door Wealth Management, LLC | 28,889 | $1,676,000 | 0.55% |
| Callan Capital, LLC | 55,900 | $3,244,000 | 0.47% |
| Sage Financial Management Group, Inc. | 11,340 | $658,000 | 0.44% |
| MorganRosel Wealth Management, LLC | 15,367 | $892,000 | 0.43% |