SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,281,000 | +6.0% | 23,554 | 0.0% | 0.00% | – |
| Q1 2021 | $1,208,000 | +4.2% | 23,554 | -8.8% | 0.00% | – |
| Q4 2020 | $1,159,000 | +29.1% | 25,816 | +9.6% | 0.00% | – |
| Q3 2020 | $898,000 | +5.2% | 23,554 | 0.0% | 0.00% | – |
| Q2 2020 | $854,000 | +18.1% | 23,554 | 0.0% | 0.00% | – |
| Q1 2020 | $723,000 | -27.2% | 23,554 | 0.0% | 0.00% | – |
| Q4 2019 | $993,000 | +7.7% | 23,554 | 0.0% | 0.00% | – |
| Q3 2019 | $922,000 | +1.1% | 23,554 | -0.2% | 0.00% | – |
| Q2 2019 | $912,000 | – | 23,592 | – | 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% |