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 | $649,612 | +5.4% | 11,791 | +8.5% | 0.00% | – |
| Q2 2023 | $616,593 | +12.4% | 10,867 | +7.2% | 0.00% | – |
| Q1 2023 | $548,668 | +27.7% | 10,138 | +24.2% | 0.00% | – |
| Q4 2022 | $429,589 | +1.3% | 8,164 | -9.2% | 0.00% | – |
| Q3 2022 | $424,000 | +11.3% | 8,990 | +18.1% | 0.00% | – |
| Q2 2022 | $381,000 | -7.5% | 7,612 | +6.6% | 0.00% | – |
| Q1 2022 | $412,000 | +379.1% | 7,138 | +377.1% | 0.00% | – |
| Q4 2021 | $86,000 | +7.5% | 1,496 | 0.0% | 0.00% | – |
| Q3 2021 | $80,000 | -41.6% | 1,496 | -40.4% | 0.00% | – |
| Q2 2021 | $137,000 | -35.4% | 2,508 | -39.4% | 0.00% | – |
| Q1 2021 | $212,000 | +11.6% | 4,139 | -2.4% | 0.00% | – |
| Q4 2020 | $190,000 | +17.3% | 4,240 | -0.1% | 0.00% | – |
| Q3 2020 | $162,000 | +5.2% | 4,245 | 0.0% | 0.00% | – |
| Q2 2020 | $154,000 | +12.4% | 4,245 | -4.8% | 0.00% | – |
| Q1 2020 | $137,000 | +71.2% | 4,458 | +134.3% | 0.00% | – |
| Q4 2019 | $80,000 | +5.3% | 1,903 | -2.1% | 0.00% | – |
| Q3 2019 | $76,000 | 0.0% | 1,943 | -1.0% | 0.00% | – |
| Q2 2019 | $76,000 | +26.7% | 1,963 | +24.0% | 0.00% | – |
| Q1 2019 | $60,000 | +11.1% | 1,583 | -2.6% | 0.00% | – |
| Q4 2018 | $54,000 | -22.9% | 1,626 | -8.0% | 0.00% | – |
| Q3 2018 | $70,000 | -20.5% | 1,767 | -24.7% | 0.00% | – |
| Q2 2018 | $88,000 | +10.0% | 2,348 | +6.9% | 0.00% | – |
| Q1 2018 | $80,000 | +1.3% | 2,197 | +3.1% | 0.00% | – |
| Q4 2017 | $79,000 | +11.3% | 2,130 | +4.8% | 0.00% | – |
| Q3 2017 | $71,000 | +4.4% | 2,032 | +1.2% | 0.00% | – |
| Q2 2017 | $68,000 | +3.0% | 2,007 | +3.0% | 0.00% | – |
| Q1 2017 | $66,000 | +1.5% | 1,949 | -2.4% | 0.00% | – |
| Q4 2016 | $65,000 | +6.6% | 1,996 | +1.8% | 0.00% | – |
| Q3 2016 | $61,000 | +5.2% | 1,961 | +2.0% | 0.00% | – |
| Q2 2016 | $58,000 | +3.6% | 1,923 | +0.7% | 0.00% | – |
| Q1 2016 | $56,000 | -95.1% | 1,910 | -95.2% | 0.00% | – |
| Q4 2015 | $1,132,000 | +5045.5% | 39,665 | +5371.0% | 0.00% | – |
| Q4 2014 | $22,000 | -56.0% | 725 | -58.0% | 0.00% | – |
| Q3 2014 | $50,000 | +127.3% | 1,725 | +91.7% | 0.00% | – |
| Q3 2013 | $22,000 | – | 900 | – | 0.00% | – |
Download | ||||||
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% |