SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Guardian Financial Partners, LLC | 96,609 | $5,607,000 | 5.35% |
| Opes Wealth Management LLC | 131,899 | $7,655,000 | 2.38% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,441 | $3,972,000 | 1.90% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,843 | $3,705,000 | 1.36% |
| HHM Wealth Advisors, LLC | 45,306 | $2,629,000 | 0.63% |
| Red Tortoise LLC | 15,179 | $881,000 | 0.61% |
| Red Door Wealth Management, LLC | 28,889 | $1,676,000 | 0.55% |
| Callan Capital, LLC | 55,900 | $3,244,000 | 0.47% |
| Sage Financial Management Group, Inc. | 11,340 | $658,000 | 0.44% |
| MorganRosel Wealth Management, LLC | 15,367 | $892,000 | 0.43% |