SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 46 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $19,000 | +11.8% | 439 | 0.0% | 0.01% | +40.0% |
| Q3 2019 | $17,000 | 0.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 439 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $15,000 | -11.8% | 439 | +0.5% | 0.01% | -16.7% |
| Q3 2018 | $17,000 | +6.2% | 437 | +0.5% | 0.01% | -25.0% |
| Q2 2018 | $16,000 | 0.0% | 435 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $16,000 | 0.0% | 435 | +0.5% | 0.01% | 0.0% |
| Q4 2017 | $16,000 | – | 433 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 136,706 | $7,321,000 | 2.59% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,672 | $3,678,000 | 1.95% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,240 | $3,387,000 | 1.42% |
| HHM Wealth Advisors, LLC | 48,268 | $2,585,000 | 0.70% |
| Red Door Wealth Management, LLC | 28,889 | $1,547,000 | 0.59% |
| Red Tortoise LLC | 15,165 | $715,000 | 0.56% |
| Covenant Multifamily Offices, LLC | 52,614 | $2,868,000 | 0.52% |
| Callan Capital, LLC | 56,200 | $3,010,000 | 0.50% |
| BEAM WEALTH ADVISORS, INC. | 10,060 | $539,000 | 0.46% |
| MorganRosel Wealth Management, LLC | 15,717 | $842,000 | 0.46% |