JPMORGAN CHASE & CO - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$543,774
-28.6%
9,870
-26.4%
0.00%
Q2 2023$761,229
+4657.7%
13,416
+3180.2%
0.00%
Q2 2019$16,0004090.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 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%
MorganRosel Wealth Management, LLC 15,367$892,0000.43%
View complete list of SCHWAB STRATEGIC TR shareholders