SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 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% |