SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $360,863 | -2.9% | 6,550 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $371,650 | +4.5% | 6,550 | -0.3% | 0.01% | 0.0% |
Q1 2023 | $355,568 | -2.4% | 6,570 | -5.1% | 0.01% | -12.5% |
Q4 2022 | $364,130 | +11.7% | 6,920 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $326,000 | -6.3% | 6,920 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $348,000 | -12.8% | 6,920 | +0.2% | 0.02% | +6.7% |
Q1 2022 | $399,000 | -0.5% | 6,905 | 0.0% | 0.02% | +15.4% |
Q4 2021 | $401,000 | +7.8% | 6,905 | -0.5% | 0.01% | -7.1% |
Q3 2021 | $372,000 | +32.9% | 6,940 | +35.0% | 0.01% | +27.3% |
Q2 2021 | $280,000 | +8.5% | 5,140 | +2.1% | 0.01% | 0.0% |
Q1 2021 | $258,000 | +14.2% | 5,035 | 0.0% | 0.01% | +10.0% |
Q4 2020 | $226,000 | +7.1% | 5,035 | -10.2% | 0.01% | -28.6% |
Q1 2019 | $211,000 | -18.2% | 5,610 | -18.0% | 0.01% | -33.3% |
Q3 2018 | $258,000 | -23.0% | 6,845 | -20.6% | 0.02% | -16.0% |
Q2 2018 | $335,000 | -7.2% | 8,625 | -10.6% | 0.02% | -16.7% |
Q1 2018 | $361,000 | -2.2% | 9,645 | -3.9% | 0.03% | -9.1% |
Q4 2017 | $369,000 | 0.0% | 10,035 | -3.4% | 0.03% | -23.3% |
Q3 2017 | $369,000 | +3.7% | 10,390 | +0.1% | 0.04% | 0.0% |
Q2 2017 | $356,000 | +1.7% | 10,375 | 0.0% | 0.04% | 0.0% |
Q1 2017 | $350,000 | +8.0% | 10,375 | +5.5% | 0.04% | 0.0% |
Q4 2016 | $324,000 | +9.8% | 9,830 | +0.7% | 0.04% | 0.0% |
Q3 2016 | $295,000 | +1.7% | 9,760 | +4.0% | 0.04% | +4.9% |
Q2 2016 | $290,000 | +38.1% | 9,385 | +31.4% | 0.04% | +28.1% |
Q1 2016 | $210,000 | -4.5% | 7,145 | -12.3% | 0.03% | -15.8% |
Q4 2015 | $220,000 | -6.8% | 8,145 | 0.0% | 0.04% | -7.3% |
Q3 2015 | $236,000 | – | 8,145 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Systelligence, LLC | 202,133 | $12,350,326 | 3.37% |
CHANNEL WEALTH LLC | 14,156 | $864,932 | 0.41% |
CGN Advisors LLC | 11,240 | $686,743 | 0.10% |
Versant Capital Management, Inc | 155 | $9,480 | 0.00% |
MASSMUTUAL TRUST CO FSB/ADV | 622 | $38,004 | 0.00% |
Lowe Wealth Advisors, LLC | 5 | $306 | 0.00% |