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
| 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% | – |
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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% |
| MorganRosel Wealth Management, LLC | 15,367 | $892,000 | 0.43% |