SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $656,000 | -16.6% | 22,072 | -23.2% | 0.00% | -20.0% |
Q3 2019 | $787,000 | +18.3% | 28,726 | +24.3% | 0.01% | 0.0% |
Q2 2019 | $665,000 | 0.0% | 23,116 | -3.5% | 0.01% | 0.0% |
Q1 2019 | $665,000 | +48.8% | 23,959 | +38.4% | 0.01% | +25.0% |
Q4 2018 | $447,000 | -18.0% | 17,308 | -8.5% | 0.00% | -20.0% |
Q3 2018 | $545,000 | +7.7% | 18,922 | +16.6% | 0.01% | 0.0% |
Q2 2018 | $506,000 | 0.0% | 16,222 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $506,000 | +39.0% | 16,222 | +32.4% | 0.01% | +66.7% |
Q4 2017 | $364,000 | +51.0% | 12,249 | +45.7% | 0.00% | 0.0% |
Q3 2017 | $241,000 | +59.6% | 8,407 | +48.0% | 0.00% | +50.0% |
Q2 2017 | $151,000 | +96.1% | 5,680 | +97.8% | 0.00% | +100.0% |
Q1 2017 | $77,000 | +165.5% | 2,871 | +139.4% | 0.00% | – |
Q4 2016 | $29,000 | +3.6% | 1,199 | 0.0% | 0.00% | – |
Q3 2016 | $28,000 | +7.7% | 1,199 | 0.0% | 0.00% | – |
Q2 2016 | $26,000 | +4.0% | 1,199 | 0.0% | 0.00% | – |
Q1 2016 | $25,000 | +13.6% | 1,199 | 0.0% | 0.00% | – |
Q4 2015 | $22,000 | -51.1% | 1,199 | -49.6% | 0.00% | -100.0% |
Q3 2015 | $45,000 | -8.2% | 2,381 | +16.7% | 0.00% | 0.0% |
Q2 2015 | $49,000 | +75.0% | 2,041 | +70.2% | 0.00% | 0.0% |
Q1 2015 | $28,000 | +75.0% | 1,199 | +71.5% | 0.00% | – |
Q4 2014 | $16,000 | – | 699 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Vigilant Capital Management, LLC | 882,086 | $23,313,000 | 4.06% |
Charles Schwab Investment Advisory, Inc. | 23,137,793 | $611,509,000 | 3.44% |
FOSTER & MOTLEY INC | 586,208 | $15,493,000 | 2.82% |
AVALON CAPITAL MANAGEMENT | 138,961 | $3,673,000 | 2.54% |
CABOT WEALTH MANAGEMENT INC | 209,786 | $5,544,000 | 1.36% |
Asset Dedication, LLC | 92,788 | $2,457,000 | 1.33% |
Kinsight, LLC | 65,634 | $1,735,000 | 0.94% |
Merriman Wealth Management, LLC | 123,424 | $3,262,000 | 0.79% |
Opes Advisors Inc | 31,524 | $833,000 | 0.59% |
GIRARD SECURITIES, INC. | 20,236 | $535,000 | 0.46% |