NBT BANK N A /NY - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 189 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NBT BANK N A /NY ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$270,462
-1.9%
8,5400.0%0.03%
-33.3%
Q2 2023$275,757
+3.3%
8,5400.0%0.04%0.0%
Q1 2023$267,046
+7.6%
8,5400.0%0.04%
+8.3%
Q4 2022$248,258
+22.9%
8,540
+6.6%
0.04%
+9.1%
Q3 2022$202,000
-11.0%
8,0150.0%0.03%
-5.7%
Q2 2022$227,000
-12.0%
8,0150.0%0.04%
+2.9%
Q1 2022$258,000
-1.1%
8,0150.0%0.03%0.0%
Q4 2021$261,000
-0.8%
8,0150.0%0.03%
-8.1%
Q3 2021$263,000
-1.5%
8,0150.0%0.04%0.0%
Q2 2021$267,000
+3.9%
8,0150.0%0.04%0.0%
Q1 2021$257,000
+9.4%
8,0150.0%0.04%
+2.8%
Q4 2020$235,000
-11.3%
8,015
-36.4%
0.04%
-33.3%
Q1 2020$265,000
+14.2%
12,599
+57.2%
0.05%
+45.9%
Q4 2019$232,000
+5.0%
8,0150.0%0.04%
-5.1%
Q3 2019$221,000
-0.9%
8,0150.0%0.04%
-2.5%
Q2 2019$223,0008,0150.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 475,605$15,267,00011.28%
BRR OpCo, LLC 2,851,838$91,544,00010.97%
Treybourne Wealth Planners, Inc. 455,019$14,606,00010.12%
MFA WEALTH ADVISORS, LLC 599,732$19,257,0009.34%
Opes Wealth Management LLC 697,687$22,396,0008.74%
Prairiewood Capital, LLC 267,323$8,581,0007.87%
Arlington Financial Advisors, LLC 496,949$15,952,0006.47%
Charles Schwab Investment Advisory, Inc. 101,298,647$3,251,686,0006.12%
Callan Capital, LLC 1,040,649$33,405,0006.08%
PRW Wealth Management LLC 368,397$11,826,0005.80%
View complete list of SCHWAB STRATEGIC TR shareholders