SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 19 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $203,000 | -37.2% | 6,033 | -37.0% | 0.03% | -40.4% |
| Q1 2017 | $323,000 | -12.9% | 9,583 | -15.9% | 0.05% | -17.5% |
| Q4 2016 | $371,000 | +5.1% | 11,399 | 0.0% | 0.06% | +3.3% |
| Q3 2016 | $353,000 | +2.0% | 11,399 | -0.9% | 0.06% | -4.7% |
| Q2 2016 | $346,000 | +2.7% | 11,499 | +0.2% | 0.06% | -7.2% |
| Q1 2016 | $337,000 | -1.5% | 11,474 | -4.2% | 0.07% | -4.2% |
| Q4 2015 | $342,000 | +5.2% | 11,974 | 0.0% | 0.07% | -4.0% |
| Q3 2015 | $325,000 | -4.4% | 11,974 | +4.5% | 0.08% | +4.2% |
| Q2 2015 | $340,000 | +9.7% | 11,459 | +11.2% | 0.07% | +9.1% |
| Q1 2015 | $310,000 | -59.4% | 10,304 | -59.4% | 0.07% | -19.5% |
| Q4 2014 | $764,000 | +126.7% | 25,408 | +117.2% | 0.08% | +12.3% |
| Q3 2014 | $337,000 | -6.9% | 11,700 | -6.4% | 0.07% | -7.6% |
| Q2 2014 | $362,000 | +46.6% | 12,500 | +40.4% | 0.08% | +31.7% |
| Q1 2014 | $247,000 | – | 8,900 | – | 0.06% | – |
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% |