SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
---|---|---|---|
Sound Stewardship, LLC | 190,275 | $10,482,958 | 7.04% |
Guardian Financial Partners, LLC | 83,811 | $4,617,458 | 4.34% |
Systelligence, LLC | 185,782 | $10,235,399 | 2.88% |
Callan Capital, LLC | 467,797 | $25,772,608 | 2.76% |
Opes Wealth Management LLC | 164,745 | $9,076,443 | 2.51% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 53,265 | $2,934,536 | 1.48% |
Yoder Wealth Management, Inc. | 28,539 | $1,572,316 | 1.30% |
Leonard Rickey Investment Advisors P.L.L.C. | 61,461 | $3,386,107 | 1.11% |
Kaizen Financial Strategies | 20,003 | $1,102,037 | 0.93% |
ZRC WEALTH MANAGEMENT, LLC | 19,142 | $1,054,601 | 0.91% |