SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $293,000 | +2.1% | 6,977 | -4.9% | 0.00% | 0.0% |
| Q3 2019 | $287,000 | +4.0% | 7,339 | +3.1% | 0.00% | 0.0% |
| Q2 2019 | $276,000 | -55.6% | 7,117 | -57.0% | 0.00% | -60.0% |
| Q1 2019 | $622,000 | +174.0% | 16,551 | +144.6% | 0.01% | +150.0% |
| Q4 2018 | $227,000 | -13.0% | 6,767 | +2.9% | 0.00% | 0.0% |
| Q3 2018 | $261,000 | +60.1% | 6,578 | +45.5% | 0.00% | 0.0% |
| Q2 2018 | $163,000 | 0.0% | 4,521 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $163,000 | +32.5% | 4,521 | +36.9% | 0.00% | +100.0% |
| Q4 2017 | $123,000 | +20.6% | 3,302 | +13.9% | 0.00% | 0.0% |
| Q3 2017 | $102,000 | +117.0% | 2,899 | +109.8% | 0.00% | 0.0% |
| Q2 2017 | $47,000 | +104.3% | 1,382 | +103.5% | 0.00% | – |
| Q1 2017 | $23,000 | – | 679 | – | 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% |
| BELLEVUE ASSET MANAGEMENT, LLC | 12,705 | $737,000 | 0.43% |