SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,687 | -2.9% | 557 | 0.0% | 0.00% | – |
| Q2 2023 | $31,604 | -47.6% | 557 | -50.0% | 0.00% | – |
| Q1 2023 | $60,290 | +105.7% | 1,114 | +100.0% | 0.00% | – |
| Q4 2022 | $29,309 | +12.7% | 557 | 0.0% | 0.00% | – |
| Q3 2022 | $26,000 | -7.1% | 557 | 0.0% | 0.00% | – |
| Q2 2022 | $28,000 | -12.5% | 557 | 0.0% | 0.00% | – |
| Q1 2022 | $32,000 | 0.0% | 557 | -0.4% | 0.00% | – |
| Q4 2021 | $32,000 | +6.7% | 559 | +0.4% | 0.00% | – |
| Q3 2021 | $30,000 | 0.0% | 557 | 0.0% | 0.00% | – |
| Q2 2021 | $30,000 | +50.0% | 557 | +41.7% | 0.00% | – |
| Q1 2021 | $20,000 | +11.1% | 393 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 393 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 393 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | – | 393 | +39200.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -96.9% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 32 | -15.8% | 0.00% | – |
| Q2 2019 | $1,000 | – | 38 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 164,791 | $7,350,000 | 3.54% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 59,557 | $2,674,000 | 1.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 69,877 | $3,137,000 | 1.43% |
| ADE, LLC | 32,359 | $1,453,000 | 1.17% |
| Red Door Wealth Management, LLC | 30,371 | $1,364,000 | 0.80% |
| HHM Wealth Advisors, LLC | 50,651 | $2,274,000 | 0.78% |
| Callan Capital, LLC | 59,951 | $2,692,000 | 0.55% |
| MorganRosel Wealth Management, LLC | 14,304 | $642,000 | 0.45% |
| BELLEVUE ASSET MANAGEMENT, LLC | 14,747 | $694,000 | 0.42% |
| Covenant Multifamily Offices, LLC | 48,018 | $2,156,000 | 0.38% |