SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,934,536 | -5.9% | 53,265 | -3.1% | 1.48% | -1.0% |
| Q2 2023 | $3,120,084 | +6.5% | 54,989 | +1.6% | 1.49% | -1.5% |
| Q1 2023 | $2,929,637 | -1.6% | 54,132 | -4.4% | 1.52% | +1.5% |
| Q4 2022 | $2,978,079 | -5.4% | 56,596 | -15.3% | 1.49% | -15.7% |
| Q3 2022 | $3,148,000 | -6.0% | 66,803 | +0.2% | 1.77% | +2.4% |
| Q2 2022 | $3,350,000 | -13.6% | 66,695 | -0.7% | 1.73% | -8.8% |
| Q1 2022 | $3,878,000 | -2.4% | 67,159 | -1.9% | 1.90% | -0.1% |
| Q4 2021 | $3,972,000 | +8.0% | 68,441 | -0.3% | 1.90% | -2.9% |
| Q3 2021 | $3,678,000 | -2.3% | 68,672 | -0.8% | 1.95% | -6.4% |
| Q2 2021 | $3,764,000 | +21.7% | 69,215 | +14.8% | 2.09% | +9.0% |
| Q1 2021 | $3,092,000 | +15.6% | 60,291 | +1.2% | 1.91% | +7.4% |
| Q4 2020 | $2,674,000 | +13.9% | 59,557 | -3.3% | 1.78% | -6.6% |
| Q3 2020 | $2,348,000 | -4.1% | 61,580 | -8.8% | 1.91% | -3.4% |
| Q2 2020 | $2,448,000 | +10.9% | 67,519 | -6.1% | 1.98% | -12.7% |
| Q1 2020 | $2,207,000 | -26.7% | 71,905 | +0.7% | 2.26% | -6.8% |
| Q4 2019 | $3,010,000 | – | 71,435 | – | 2.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sound Stewardship, LLC | 190,275 | $10,482,958 | 7.04% |
| Guardian Financial Partners, LLC | 83,811 | $4,617,458 | 4.34% |
| Systelligence, LLC | 185,782 | $10,235,399 | 2.88% |
| Callan Capital, LLC | 467,797 | $25,772,608 | 2.76% |
| Opes Wealth Management LLC | 164,745 | $9,076,443 | 2.51% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 53,265 | $2,934,536 | 1.48% |
| Yoder Wealth Management, Inc. | 28,539 | $1,572,316 | 1.30% |
| Leonard Rickey Investment Advisors P.L.L.C. | 61,461 | $3,386,107 | 1.11% |
| Kaizen Financial Strategies | 20,003 | $1,102,037 | 0.93% |
| ZRC WEALTH MANAGEMENT, LLC | 19,142 | $1,054,601 | 0.91% |