SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 71 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,927 | -2.9% | 9,419 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $534,438 | +2.9% | 9,419 | -1.8% | 0.07% | -2.9% |
| Q1 2023 | $519,227 | -1.0% | 9,594 | -3.7% | 0.07% | -6.8% |
| Q4 2022 | $524,306 | +11.6% | 9,964 | 0.0% | 0.07% | -2.6% |
| Q3 2022 | $470,000 | -4.9% | 9,964 | +1.2% | 0.08% | -1.3% |
| Q2 2022 | $494,000 | -13.0% | 9,844 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $568,000 | -3.4% | 9,844 | -2.9% | 0.08% | -3.6% |
| Q4 2021 | $588,000 | +8.3% | 10,133 | 0.0% | 0.08% | -2.4% |
| Q3 2021 | $543,000 | -1.5% | 10,133 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $551,000 | +6.0% | 10,133 | 0.0% | 0.09% | +1.2% |
| Q1 2021 | $520,000 | +14.3% | 10,133 | 0.0% | 0.08% | +4.9% |
| Q4 2020 | $455,000 | +17.9% | 10,133 | 0.0% | 0.08% | +11.0% |
| Q3 2020 | $386,000 | +5.2% | 10,133 | 0.0% | 0.07% | -2.7% |
| Q2 2020 | $367,000 | – | 10,133 | – | 0.08% | – |
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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% |