SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 30 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2016 | $279,000 | -25.4% | 9,008 | -27.6% | 0.09% | -35.0% |
Q2 2016 | $374,000 | -30.6% | 12,441 | -32.3% | 0.14% | -18.6% |
Q1 2016 | $539,000 | -1.3% | 18,368 | -4.0% | 0.17% | -19.6% |
Q4 2015 | $546,000 | -1.6% | 19,133 | -6.3% | 0.21% | -16.4% |
Q3 2015 | $555,000 | -8.4% | 20,425 | -0.0% | 0.26% | -0.8% |
Q2 2015 | $606,000 | +0.5% | 20,432 | +1.9% | 0.26% | -10.1% |
Q1 2015 | $603,000 | -0.7% | 20,053 | -0.6% | 0.29% | -14.1% |
Q4 2014 | $607,000 | – | 20,181 | – | 0.33% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guardian Financial Partners, LLC | 96,609 | $5,607,000 | 5.35% |
Opes Wealth Management LLC | 131,899 | $7,655,000 | 2.38% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,441 | $3,972,000 | 1.90% |
Leonard Rickey Investment Advisors P.L.L.C. | 63,843 | $3,705,000 | 1.36% |
HHM Wealth Advisors, LLC | 45,306 | $2,629,000 | 0.63% |
Red Tortoise LLC | 15,179 | $881,000 | 0.61% |
Red Door Wealth Management, LLC | 28,889 | $1,676,000 | 0.55% |
Callan Capital, LLC | 55,900 | $3,244,000 | 0.47% |
Sage Financial Management Group, Inc. | 11,340 | $658,000 | 0.44% |
BELLEVUE ASSET MANAGEMENT, LLC | 12,705 | $737,000 | 0.43% |