SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 61 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $125,649 | -8.3% | 2,281 | -5.5% | 0.00% | – |
Q2 2023 | $136,997 | +4.8% | 2,414 | -0.0% | 0.00% | – |
Q1 2023 | $130,750 | +2.6% | 2,415 | -0.2% | 0.00% | – |
Q4 2022 | $127,393 | +11.7% | 2,421 | 0.0% | 0.00% | – |
Q3 2022 | $114,000 | -6.6% | 2,421 | +0.0% | 0.00% | – |
Q2 2022 | $122,000 | -12.9% | 2,420 | -0.0% | 0.00% | – |
Q1 2022 | $140,000 | -0.7% | 2,421 | 0.0% | 0.00% | – |
Q4 2021 | $141,000 | +9.3% | 2,421 | 0.0% | 0.00% | – |
Q3 2021 | $129,000 | -1.5% | 2,421 | 0.0% | 0.00% | – |
Q2 2021 | $131,000 | +5.6% | 2,421 | +0.0% | 0.00% | – |
Q1 2021 | $124,000 | +21.6% | 2,420 | +6.1% | 0.00% | – |
Q4 2020 | $102,000 | +15.9% | 2,280 | -0.8% | 0.00% | – |
Q3 2020 | $88,000 | +6.0% | 2,299 | 0.0% | 0.00% | – |
Q2 2020 | $83,000 | +15.3% | 2,299 | -1.5% | 0.00% | – |
Q1 2020 | $72,000 | -30.8% | 2,333 | -5.6% | 0.00% | – |
Q4 2019 | $104,000 | +6.1% | 2,472 | -1.7% | 0.00% | – |
Q3 2019 | $98,000 | -43.0% | 2,515 | -43.3% | 0.00% | – |
Q2 2019 | $172,000 | +8.9% | 4,436 | +5.6% | 0.00% | – |
Q1 2019 | $158,000 | +12.1% | 4,202 | +0.0% | 0.00% | – |
Q4 2018 | $141,000 | -15.1% | 4,201 | 0.0% | 0.00% | – |
Q3 2018 | $166,000 | +5.7% | 4,201 | 0.0% | 0.00% | – |
Q2 2018 | $157,000 | +460.7% | 4,201 | +442.8% | 0.00% | – |
Q1 2018 | $28,000 | +7.7% | 774 | -8.0% | 0.00% | – |
Q3 2016 | $26,000 | +333.3% | 841 | +320.5% | 0.00% | – |
Q3 2014 | $6,000 | – | 200 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Opes Wealth Management LLC | 164,791 | $7,350,000 | 3.54% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 59,557 | $2,674,000 | 1.78% |
Leonard Rickey Investment Advisors P.L.L.C. | 69,877 | $3,137,000 | 1.43% |
ADE, LLC | 32,359 | $1,453,000 | 1.17% |
Red Door Wealth Management, LLC | 30,371 | $1,364,000 | 0.80% |
HHM Wealth Advisors, LLC | 50,651 | $2,274,000 | 0.78% |
Callan Capital, LLC | 59,951 | $2,692,000 | 0.55% |
MorganRosel Wealth Management, LLC | 14,304 | $642,000 | 0.45% |
BELLEVUE ASSET MANAGEMENT, LLC | 14,747 | $694,000 | 0.42% |
Covenant Multifamily Offices, LLC | 48,018 | $2,156,000 | 0.38% |