Wade Financial Advisory, Inc - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$888,990
-12.6%
16,136
-10.0%
0.38%
-5.5%
Q2 2023$1,016,845
-1.9%
17,921
-6.5%
0.40%
-7.6%
Q1 2023$1,036,993
+2.8%
19,161
-0.1%
0.44%
-4.6%
Q4 2022$1,008,989
-18.0%
19,175
-26.5%
0.46%
-25.8%
Q3 2022$1,230,000
-15.2%
26,096
-9.7%
0.62%
-10.5%
Q2 2022$1,451,000
+111.8%
28,889
+143.5%
0.69%
+134.0%
Q1 2022$685,000
+4.6%
11,865
+5.2%
0.29%
-13.8%
Q4 2021$655,000
+8.4%
11,2790.0%0.34%0.0%
Q3 2021$604,000
-1.5%
11,2790.0%0.34%
+1.5%
Q2 2021$613,000
+6.1%
11,2790.0%0.34%
-7.9%
Q1 2021$578,000
+14.2%
11,2790.0%0.36%
+7.4%
Q4 2020$506,000
+17.7%
11,2790.0%0.34%
+0.3%
Q3 2020$430,000
+5.1%
11,2790.0%0.34%
-4.2%
Q2 2020$409,000
+18.2%
11,2790.0%0.35%
+2.6%
Q1 2020$346,000
-27.2%
11,2790.0%0.34%
-17.9%
Q4 2019$475,000–11,279–0.42%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 96,609$5,607,0005.35%
Opes Wealth Management LLC 131,899$7,655,0002.38%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 68,441$3,972,0001.90%
Leonard Rickey Investment Advisors P.L.L.C. 63,843$3,705,0001.36%
HHM Wealth Advisors, LLC 45,306$2,629,0000.63%
Red Tortoise LLC 15,179$881,0000.61%
Red Door Wealth Management, LLC 28,889$1,676,0000.55%
Callan Capital, LLC 55,900$3,244,0000.47%
Sage Financial Management Group, Inc. 11,340$658,0000.44%
MorganRosel Wealth Management, LLC 15,367$892,0000.43%
View complete list of SCHWAB STRATEGIC TR shareholders