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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $758,969 | -3.7% | 11,573 | -2.7% | 0.36% | -8.9% |
| Q1 2024 | $788,307 | -25.3% | 11,897 | -37.8% | 0.39% | -37.7% |
| Q4 2023 | $1,054,601 | 0.0% | 19,142 | 0.0% | 0.63% | -30.6% |
| Q3 2023 | $1,054,601 | -6.4% | 19,142 | -3.6% | 0.91% | -4.0% |
| Q2 2023 | $1,127,025 | -29.5% | 19,863 | -32.8% | 0.95% | -35.1% |
| Q1 2023 | $1,598,732 | – | 29,540 | – | 1.46% | – |
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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% |