Systelligence, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Systelligence, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$12,991,529
-2.7%
198,102
-1.7%
3.46%
-1.1%
Q1 2024$13,358,016
+8.2%
201,600
-0.3%
3.49%
+3.6%
Q4 2023$12,350,326
+20.7%
202,133
+8.8%
3.37%
+17.2%
Q3 2023$10,235,399185,7822.88%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
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%
BELLEVUE ASSET MANAGEMENT, LLC 12,705$737,0000.43%
View complete list of SCHWAB STRATEGIC TR shareholders