SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $827,704 | -1.0% | 12,621 | 0.0% | 0.01% | -9.1% |
| Q1 2024 | $836,287 | +8.4% | 12,621 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $771,161 | +10.9% | 12,621 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $695,352 | -2.9% | 12,621 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $716,137 | +4.8% | 12,621 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $683,064 | +2.9% | 12,621 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $664,132 | +11.6% | 12,621 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $595,000 | -7.3% | 12,621 | -1.3% | 0.01% | 0.0% |
| Q2 2022 | $642,000 | -13.0% | 12,782 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $738,000 | +0.7% | 12,782 | +1.3% | 0.01% | -6.7% |
| Q4 2021 | $733,000 | – | 12,621 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 67,519 | $2,448,000 | 1.98% |
| Opes Wealth Management LLC | 100,825 | $3,655,000 | 1.86% |
| Leonard Rickey Investment Advisors P.L.L.C. | 72,241 | $2,619,000 | 1.70% |
| HHM Wealth Advisors, LLC | 71,244 | $2,583,000 | 1.08% |
| Red Door Wealth Management, LLC | 33,278 | $1,206,000 | 0.88% |
| BELLEVUE ASSET MANAGEMENT, LLC | 17,976 | $652,000 | 0.67% |
| Callan Capital, LLC | 62,394 | $2,262,000 | 0.57% |
| Covenant Multifamily Offices, LLC | 59,963 | $2,174,000 | 0.43% |
| Hochman Cole Investment Advisors, Inc. | 20,188 | $732,000 | 0.40% |
| Wade Financial Advisory, Inc | 11,279 | $409,000 | 0.35% |