SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Systelligence, LLC | 202,133 | $12,350,326 | 3.37% |
| CHANNEL WEALTH LLC | 14,156 | $864,932 | 0.41% |
| CGN Advisors LLC | 11,240 | $686,743 | 0.10% |
| Versant Capital Management, Inc | 155 | $9,480 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 622 | $38,004 | 0.00% |
| Lowe Wealth Advisors, LLC | 5 | $306 | 0.00% |