SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 41 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $377,000 | +7.7% | 8,939 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $350,000 | -12.5% | 8,939 | -13.5% | 0.03% | -16.1% |
| Q2 2019 | $400,000 | +3.1% | 10,330 | 0.0% | 0.03% | -3.1% |
| Q1 2019 | $388,000 | +12.1% | 10,330 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $346,000 | -15.2% | 10,330 | 0.0% | 0.03% | -20.0% |
| Q3 2018 | $408,000 | +5.7% | 10,330 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $386,000 | +3.2% | 10,330 | 0.0% | 0.04% | -4.8% |
| Q1 2018 | $374,000 | -2.9% | 10,330 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $385,000 | +6.4% | 10,330 | 0.0% | 0.04% | +2.4% |
| Q3 2017 | $362,000 | +4.0% | 10,330 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $348,000 | 0.0% | 10,330 | 0.0% | 0.04% | -4.7% |
| Q1 2017 | $348,000 | +3.6% | 10,330 | 0.0% | 0.04% | -4.4% |
| Q4 2016 | $336,000 | +5.0% | 10,330 | 0.0% | 0.04% | -15.1% |
| Q3 2016 | $320,000 | +3.2% | 10,330 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $310,000 | – | 10,330 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 67,519 | $2,448,000 | 1.98% |
| Opes Wealth Management LLC | 100,825 | $3,655,000 | 1.86% |
| Leonard Rickey Investment Advisors P.L.L.C. | 72,241 | $2,619,000 | 1.70% |
| HHM Wealth Advisors, LLC | 71,244 | $2,583,000 | 1.08% |
| Red Door Wealth Management, LLC | 33,278 | $1,206,000 | 0.88% |
| BELLEVUE ASSET MANAGEMENT, LLC | 17,976 | $652,000 | 0.67% |
| Callan Capital, LLC | 62,394 | $2,262,000 | 0.57% |
| Covenant Multifamily Offices, LLC | 59,963 | $2,174,000 | 0.43% |
| Hochman Cole Investment Advisors, Inc. | 20,188 | $732,000 | 0.40% |
| Wade Financial Advisory, Inc | 11,279 | $409,000 | 0.35% |