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 2023 | $1,011,711 | -3.1% | 18,363 | -0.2% | 0.06% | -1.6% |
| Q2 2023 | $1,043,736 | +9.2% | 18,395 | +4.2% | 0.06% | +5.0% |
| Q1 2023 | $955,482 | +11.8% | 17,655 | +8.7% | 0.06% | -6.2% |
| Q4 2022 | $854,630 | +13.3% | 16,242 | +1.6% | 0.06% | +3.2% |
| Q3 2022 | $754,000 | -5.6% | 15,992 | +0.6% | 0.06% | +8.8% |
| Q2 2022 | $799,000 | -6.7% | 15,904 | +7.3% | 0.06% | -18.6% |
| Q1 2022 | $856,000 | +50.4% | 14,823 | +51.1% | 0.07% | +42.9% |
| Q4 2021 | $569,000 | -8.4% | 9,808 | -15.5% | 0.05% | -19.7% |
| Q3 2021 | $621,000 | -1.1% | 11,605 | +0.5% | 0.06% | -15.3% |
| Q2 2021 | $628,000 | +6.4% | 11,553 | +0.4% | 0.07% | -20.9% |
| Q1 2021 | $590,000 | +22.9% | 11,508 | +7.1% | 0.09% | +2.2% |
| Q4 2020 | $480,000 | – | 10,746 | – | 0.09% | – |
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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% |