SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 61 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $286,000 | 0.0% | 9,355 | 0.0% | 0.11% | -10.0% |
| Q1 2017 | $286,000 | +12.2% | 9,355 | +3.9% | 0.12% | +5.3% |
| Q4 2016 | $255,000 | -3.4% | 9,000 | 0.0% | 0.11% | -7.3% |
| Q3 2016 | $264,000 | +8.6% | 9,000 | 0.0% | 0.12% | -13.4% |
| Q2 2016 | $243,000 | +0.8% | 9,000 | 0.0% | 0.14% | +12.7% |
| Q1 2016 | $241,000 | +0.8% | 9,000 | 0.0% | 0.13% | -8.0% |
| Q4 2015 | $239,000 | +4.4% | 9,000 | 0.0% | 0.14% | +10.5% |
| Q3 2015 | $229,000 | -8.8% | 9,000 | 0.0% | 0.12% | -3.1% |
| Q2 2015 | $251,000 | +2.4% | 9,000 | 0.0% | 0.13% | +2.4% |
| Q1 2015 | $245,000 | +6.1% | 9,000 | 0.0% | 0.12% | +6.8% |
| Q4 2014 | $231,000 | -4.9% | 9,000 | 0.0% | 0.12% | -9.3% |
| Q3 2014 | $243,000 | -7.3% | 9,000 | 0.0% | 0.13% | -4.4% |
| Q2 2014 | $262,000 | +4.4% | 9,000 | 0.0% | 0.14% | -1.5% |
| Q1 2014 | $251,000 | +1.2% | 9,000 | 0.0% | 0.14% | -2.8% |
| Q4 2013 | $248,000 | – | 9,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Advisors Inc | 361,297 | $12,992,000 | 9.25% |
| O'Dell Group, LLC | 184,550 | $6,636,000 | 4.85% |
| Arlington Financial Advisors, LLC | 200,662 | $7,637,000 | 3.60% |
| Charles Schwab Investment Advisory, Inc. | 27,763,487 | $998,375,000 | 3.59% |
| Ackerman Capital Advisors, LLC | 169,859 | $5,921,000 | 2.51% |
| Sharkey, Howes & Javer | 109,165 | $3,926,000 | 2.29% |
| Cribstone Capital Management, LLC | 116,276 | $4,181,000 | 1.97% |
| First Capital Advisors Group, LLC. | 84,834 | $3,051,000 | 1.92% |
| Live Your Vision, LLC | 141,564 | $5,312,000 | 1.78% |
| Vigilant Capital Management, LLC | 347,823 | $12,508,000 | 1.64% |