SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 50 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $6,179,000 | +68.2% | 214,390 | +54.3% | 5.64% | +121.9% |
| Q1 2017 | $3,673,000 | +8.2% | 138,961 | -2.2% | 2.54% | -1.8% |
| Q4 2016 | $3,396,000 | -29.2% | 142,085 | -29.7% | 2.59% | -29.8% |
| Q3 2016 | $4,796,000 | +93.3% | 202,092 | +73.8% | 3.69% | +90.1% |
| Q2 2016 | $2,481,000 | +64.3% | 116,275 | +59.7% | 1.94% | +60.3% |
| Q1 2016 | $1,510,000 | – | 72,825 | – | 1.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 516,583 | $15,415,000 | 12.18% |
| Elgethun Capital Management | 477,001 | $14,236,000 | 6.93% |
| Altus Wealth Management, LLC | 232,658 | $6,943,000 | 6.80% |
| Lee Financial Co | 953,979 | $28,467,000 | 6.15% |
| Ackerman Capital Advisors, LLC | 629,329 | $18,779,000 | 5.55% |
| Silicon Hills Wealth Management, LLC | 301 | $6,114,000 | 4.68% |
| McAdam, LLC | 557,392 | $16,633,000 | 4.02% |
| RHS Financial, LLC | 115,655 | $3,451,000 | 3.61% |
| HHM Wealth Advisors, LLC | 217,723 | $6,446,000 | 3.10% |
| BREITER CAPITAL MANAGEMENT INC | 88,100 | $2,629,000 | 2.85% |