SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 308,340 | $11,925,000 | 8.15% |
| HHM Wealth Advisors, LLC | 265,289 | $10,260,000 | 6.05% |
| Leonard Rickey Investment Advisors P.L.L.C. | 91,323 | $3,532,000 | 2.38% |
| Tiller Private Wealth, Inc. | 35,230 | $1,363,000 | 1.15% |
| Callan Capital, LLC | 88,992 | $3,442,000 | 1.11% |
| Covenant Multifamily Offices, LLC | 124,016 | $4,796,000 | 1.05% |
| Hochman Cole Investment Advisors, Inc. | 24,013 | $929,000 | 0.55% |
| Retirement Planning Group, LLC | 47,821 | $1,849,000 | 0.42% |
| Vigilant Capital Management, LLC | 79,410 | $3,071,000 | 0.41% |
| SOL Capital Management CO | 17,564 | $679,000 | 0.18% |