SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,534 | -3.7% | 11,590 | -0.9% | 0.43% | +3.1% |
| Q2 2023 | $663,295 | +4.8% | 11,690 | 0.0% | 0.42% | -3.0% |
| Q1 2023 | $632,662 | +3.6% | 11,690 | 0.0% | 0.43% | -9.1% |
| Q4 2022 | $610,452 | +8.0% | 11,690 | -0.3% | 0.47% | +7.5% |
| Q3 2022 | $565,000 | -4.4% | 11,730 | 0.0% | 0.44% | +2.8% |
| Q2 2022 | $591,000 | -13.6% | 11,730 | 0.0% | 0.43% | +1.9% |
| Q1 2022 | $684,000 | -7.2% | 11,730 | -7.7% | 0.42% | -3.5% |
| Q4 2021 | $737,000 | -0.8% | 12,705 | -7.9% | 0.43% | -4.6% |
| Q3 2021 | $743,000 | -4.7% | 13,795 | -3.8% | 0.46% | -4.4% |
| Q2 2021 | $780,000 | +5.8% | 14,347 | 0.0% | 0.48% | +4.2% |
| Q1 2021 | $737,000 | +6.2% | 14,347 | -2.7% | 0.46% | +7.5% |
| Q4 2020 | $694,000 | +10.0% | 14,747 | -10.9% | 0.42% | -3.6% |
| Q3 2020 | $631,000 | -3.2% | 16,543 | -8.0% | 0.44% | -34.1% |
| Q2 2020 | $652,000 | +5.2% | 17,976 | -1.8% | 0.67% | +3.9% |
| Q1 2020 | $620,000 | -23.2% | 18,306 | -4.4% | 0.64% | +3.4% |
| Q4 2019 | $807,000 | – | 19,149 | – | 0.62% | – |
Download | ||||||
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% |