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 | $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% | 11,279 | 0.0% | 0.34% | 0.0% |
Q3 2021 | $604,000 | -1.5% | 11,279 | 0.0% | 0.34% | +1.5% |
Q2 2021 | $613,000 | +6.1% | 11,279 | 0.0% | 0.34% | -7.9% |
Q1 2021 | $578,000 | +14.2% | 11,279 | 0.0% | 0.36% | +7.4% |
Q4 2020 | $506,000 | +17.7% | 11,279 | 0.0% | 0.34% | +0.3% |
Q3 2020 | $430,000 | +5.1% | 11,279 | 0.0% | 0.34% | -4.2% |
Q2 2020 | $409,000 | +18.2% | 11,279 | 0.0% | 0.35% | +2.6% |
Q1 2020 | $346,000 | -27.2% | 11,279 | 0.0% | 0.34% | -17.9% |
Q4 2019 | $475,000 | – | 11,279 | – | 0.42% | – |
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% |