Private Ocean, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2014$1,0000.0%49
+2.1%
0.00%0.0%
Q3 2014$1,0000.0%480.0%0.00%0.0%
Q2 2014$1,0000.0%48
+41.2%
0.00%0.0%
Q1 2014$1,000340.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2014
NameSharesValueWeighting ↓
Opes Wealth Management LLC 308,340$11,925,0008.15%
HHM Wealth Advisors, LLC 265,289$10,260,0006.05%
Leonard Rickey Investment Advisors P.L.L.C. 91,323$3,532,0002.38%
Tiller Private Wealth, Inc. 35,230$1,363,0001.15%
Callan Capital, LLC 88,992$3,442,0001.11%
Covenant Multifamily Offices, LLC 124,016$4,796,0001.05%
Hochman Cole Investment Advisors, Inc. 24,013$929,0000.55%
Retirement Planning Group, LLC 47,821$1,849,0000.42%
Vigilant Capital Management, LLC 79,410$3,071,0000.41%
SOL Capital Management CO 17,564$679,0000.18%
View complete list of SCHWAB STRATEGIC TR shareholders