SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 39 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,705 | -2.7% | 684 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $38,770 | +5.0% | 683 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $36,917 | +102447.2% | 682 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $36 | -99.9% | 681 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $32,000 | -5.9% | 680 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -12.8% | 679 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -13.3% | 677 | -12.9% | 0.00% | 0.0% |
| Q4 2021 | $45,000 | +7.1% | 777 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $42,000 | 0.0% | 775 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | +5.0% | 774 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | +14.3% | 773 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | +20.7% | 773 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | 0.0% | 772 | -3.4% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +20.8% | 799 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -29.4% | 797 | +0.1% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | +54.5% | 796 | +44.7% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | -98.6% | 550 | -98.8% | 0.00% | -99.0% |
| Q2 2017 | $1,608,000 | – | 47,693 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 311,093 | $11,697,000 | 8.55% |
| HHM Wealth Advisors, LLC | 260,098 | $9,780,000 | 6.26% |
| Leonard Rickey Investment Advisors P.L.L.C. | 97,754 | $3,676,000 | 2.66% |
| Tiller Private Wealth, Inc. | 35,230 | $1,325,000 | 1.15% |
| Callan Capital, LLC | 92,906 | $3,493,000 | 1.14% |
| Hochman Cole Investment Advisors, Inc. | 29,256 | $1,100,000 | 0.66% |
| Retirement Planning Group, LLC | 51,393 | $1,932,000 | 0.47% |
| Vigilant Capital Management, LLC | 77,855 | $2,927,000 | 0.41% |
| VALLEY NATIONAL ADVISERS INC | 20,302 | $763,000 | 0.22% |
| SOL Capital Management CO | 17,573 | $661,000 | 0.18% |