SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | 164,791 | $7,350,000 | 3.54% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 59,557 | $2,674,000 | 1.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 69,877 | $3,137,000 | 1.43% |
| ADE, LLC | 32,359 | $1,453,000 | 1.17% |
| Red Door Wealth Management, LLC | 30,371 | $1,364,000 | 0.80% |
| HHM Wealth Advisors, LLC | 50,651 | $2,274,000 | 0.78% |
| Callan Capital, LLC | 59,951 | $2,692,000 | 0.55% |
| MorganRosel Wealth Management, LLC | 14,304 | $642,000 | 0.45% |
| BELLEVUE ASSET MANAGEMENT, LLC | 14,747 | $694,000 | 0.42% |
| Covenant Multifamily Offices, LLC | 48,018 | $2,156,000 | 0.38% |