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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $166,313 | +8.4% | 2,510 | 0.0% | 0.11% | 0.0% |
| Q4 2023 | $153,361 | +10.9% | 2,510 | 0.0% | 0.11% | -0.9% |
| Q3 2023 | $138,285 | -2.9% | 2,510 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $142,419 | +4.8% | 2,510 | 0.0% | 0.11% | +3.8% |
| Q1 2023 | $135,842 | +2.9% | 2,510 | 0.0% | 0.10% | -4.6% |
| Q4 2022 | $132,076 | – | 2,510 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guardian Financial Partners, LLC | 96,609 | $5,607,000 | 5.35% |
| Opes Wealth Management LLC | 131,899 | $7,655,000 | 2.38% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,441 | $3,972,000 | 1.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,843 | $3,705,000 | 1.36% |
| HHM Wealth Advisors, LLC | 45,306 | $2,629,000 | 0.63% |
| Red Tortoise LLC | 15,179 | $881,000 | 0.61% |
| Red Door Wealth Management, LLC | 28,889 | $1,676,000 | 0.55% |
| Callan Capital, LLC | 55,900 | $3,244,000 | 0.47% |
| Sage Financial Management Group, Inc. | 11,340 | $658,000 | 0.44% |
| BELLEVUE ASSET MANAGEMENT, LLC | 12,705 | $737,000 | 0.43% |