SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $939 | +31.0% | 17,043 | +35.0% | 0.00% | +100.0% |
| Q2 2023 | $717 | +2.7% | 12,629 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $698 | +16.9% | 12,899 | +13.5% | 0.00% | 0.0% |
| Q4 2022 | $597 | -99.9% | 11,363 | +7.5% | 0.00% | 0.0% |
| Q3 2022 | $498,000 | +62.2% | 10,573 | +72.9% | 0.00% | 0.0% |
| Q2 2022 | $307,000 | -28.1% | 6,115 | -17.4% | 0.00% | 0.0% |
| Q1 2022 | $427,000 | +7.3% | 7,399 | +7.8% | 0.00% | 0.0% |
| Q4 2021 | $398,000 | +42.1% | 6,864 | +31.3% | 0.00% | 0.0% |
| Q3 2021 | $280,000 | -1.1% | 5,229 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $283,000 | -78.9% | 5,206 | -86.0% | 0.00% | -85.7% |
| Q1 2018 | $1,342,000 | -10.1% | 37,068 | -7.5% | 0.01% | -12.5% |
| Q4 2017 | $1,493,000 | – | 40,052 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 311,093 | $11,697,000 | 8.55% |
| HHM Wealth Advisors, LLC | 260,098 | $9,780,000 | 6.26% |
| Leonard Rickey Investment Advisors P.L.L.C. | 97,754 | $3,676,000 | 2.66% |
| Tiller Private Wealth, Inc. | 35,230 | $1,325,000 | 1.15% |
| Callan Capital, LLC | 92,906 | $3,493,000 | 1.14% |
| Hochman Cole Investment Advisors, Inc. | 29,256 | $1,100,000 | 0.66% |
| Retirement Planning Group, LLC | 51,393 | $1,932,000 | 0.47% |
| Vigilant Capital Management, LLC | 77,855 | $2,927,000 | 0.41% |
| VALLEY NATIONAL ADVISERS INC | 20,302 | $763,000 | 0.22% |
| SOL Capital Management CO | 17,573 | $661,000 | 0.18% |