SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 6 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618,701 | +15.3% | 11,230 | +18.7% | 0.08% | +18.8% |
| Q2 2023 | $536,707 | +99845.4% | 9,459 | -4.6% | 0.07% | -2.8% |
| Q1 2023 | $537 | +49.2% | 9,917 | +44.8% | 0.07% | +42.0% |
| Q4 2022 | $360 | -99.8% | 6,849 | +43.4% | 0.05% | +56.2% |
| Q3 2022 | $225,000 | +52.0% | 4,777 | +62.1% | 0.03% | +60.0% |
| Q2 2022 | $148,000 | +886.7% | 2,947 | +999.6% | 0.02% | +900.0% |
| Q1 2022 | $15,000 | – | 268 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 308,340 | $11,925,000 | 8.15% |
| HHM Wealth Advisors, LLC | 265,289 | $10,260,000 | 6.05% |
| Leonard Rickey Investment Advisors P.L.L.C. | 91,323 | $3,532,000 | 2.38% |
| Tiller Private Wealth, Inc. | 35,230 | $1,363,000 | 1.15% |
| Callan Capital, LLC | 88,992 | $3,442,000 | 1.11% |
| Covenant Multifamily Offices, LLC | 124,016 | $4,796,000 | 1.05% |
| Hochman Cole Investment Advisors, Inc. | 24,013 | $929,000 | 0.55% |
| Retirement Planning Group, LLC | 47,821 | $1,849,000 | 0.42% |
| Vigilant Capital Management, LLC | 79,410 | $3,071,000 | 0.41% |
| SOL Capital Management CO | 17,564 | $679,000 | 0.18% |