SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |