SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 61 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 311,093 | $11,697,000 | 8.55% |
| HHM Wealth Advisors, LLC | 260,098 | $9,780,000 | 6.26% |
| Leonard Rickey Investment Advisors P.L.L.C. | 97,754 | $3,676,000 | 2.66% |
| Tiller Private Wealth, Inc. | 35,230 | $1,325,000 | 1.15% |
| Callan Capital, LLC | 92,906 | $3,493,000 | 1.14% |
| Hochman Cole Investment Advisors, Inc. | 29,256 | $1,100,000 | 0.66% |
| Retirement Planning Group, LLC | 51,393 | $1,932,000 | 0.47% |
| Vigilant Capital Management, LLC | 77,855 | $2,927,000 | 0.41% |
| VALLEY NATIONAL ADVISERS INC | 20,302 | $763,000 | 0.22% |
| SOL Capital Management CO | 17,573 | $661,000 | 0.18% |