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 2022 | $771,000 | -32.4% | 16,361 | -55.9% | 0.00% | -100.0% |
| Q1 2020 | $1,140,000 | -30.4% | 37,134 | -4.5% | 0.00% | -50.0% |
| Q4 2019 | $1,638,000 | -50.4% | 38,875 | -53.9% | 0.00% | -60.0% |
| Q3 2019 | $3,303,000 | +350.0% | 84,410 | +332.5% | 0.01% | +400.0% |
| Q1 2019 | $734,000 | +33.9% | 19,519 | +19.2% | 0.00% | 0.0% |
| Q4 2018 | $548,000 | +106.8% | 16,377 | +131.4% | 0.00% | 0.0% |
| Q2 2018 | $265,000 | -74.3% | 7,077 | -75.1% | 0.00% | -66.7% |
| Q1 2018 | $1,030,000 | +2.9% | 28,444 | -0.4% | 0.00% | 0.0% |
| Q3 2017 | $1,001,000 | -20.6% | 28,557 | -23.7% | 0.00% | -25.0% |
| Q2 2017 | $1,261,000 | +134.0% | 37,408 | +133.9% | 0.00% | +100.0% |
| Q1 2017 | $539,000 | -17.5% | 15,992 | -20.3% | 0.00% | -33.3% |
| Q4 2016 | $653,000 | +88.7% | 20,061 | +65.6% | 0.00% | +50.0% |
| Q4 2015 | $346,000 | -74.3% | 12,114 | -75.5% | 0.00% | -75.0% |
| Q3 2015 | $1,345,000 | +415.3% | 49,535 | +462.7% | 0.01% | +300.0% |
| Q2 2015 | $261,000 | -81.1% | 8,803 | -80.8% | 0.00% | -80.0% |
| Q4 2014 | $1,381,000 | -32.6% | 45,902 | -35.4% | 0.01% | -52.4% |
| Q3 2014 | $2,049,000 | +729.6% | 71,019 | +732.8% | 0.02% | +600.0% |
| Q2 2014 | $247,000 | -67.0% | 8,528 | -68.4% | 0.00% | -62.5% |
| Q1 2014 | $749,000 | – | 26,956 | – | 0.01% | – |
Download | ||||||
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% |