SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $464,000 | +45.5% | 12,788 | +22.9% | 0.22% | +49.7% |
| Q1 2020 | $319,000 | -47.8% | 10,403 | -28.3% | 0.14% | -14.2% |
| Q4 2019 | $611,000 | +33.4% | 14,505 | +23.9% | 0.17% | +98.8% |
| Q3 2019 | $458,000 | +4.1% | 11,711 | +3.0% | 0.08% | +9.0% |
| Q2 2019 | $440,000 | +1.6% | 11,369 | -1.2% | 0.08% | +4.0% |
| Q1 2019 | $433,000 | +45.3% | 11,503 | +29.1% | 0.08% | +23.0% |
| Q4 2018 | $298,000 | -26.6% | 8,912 | -13.3% | 0.06% | -30.7% |
| Q3 2018 | $406,000 | +2.5% | 10,274 | -3.0% | 0.09% | -2.2% |
| Q2 2018 | $396,000 | – | 10,597 | – | 0.09% | – |
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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% |