SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q4 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 ↓ |
---|---|---|---|
Opes Wealth Management LLC | 308,340 | $11,925,000 | 8.15% |
HHM Wealth Advisors, LLC | 265,289 | $10,260,000 | 6.05% |
Leonard Rickey Investment Advisors P.L.L.C. | 91,323 | $3,532,000 | 2.38% |
Tiller Private Wealth, Inc. | 35,230 | $1,363,000 | 1.15% |
Callan Capital, LLC | 88,992 | $3,442,000 | 1.11% |
Covenant Multifamily Offices, LLC | 124,016 | $4,796,000 | 1.05% |
Hochman Cole Investment Advisors, Inc. | 24,013 | $929,000 | 0.55% |
Retirement Planning Group, LLC | 47,821 | $1,849,000 | 0.42% |
Vigilant Capital Management, LLC | 79,410 | $3,071,000 | 0.41% |
SOL Capital Management CO | 17,564 | $679,000 | 0.18% |