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 | ||||
---|---|---|---|---|---|---|
Q4 2018 | $1,515,000 | 0.0% | 38,333 | 0.0% | 0.07% | 0.0% |
Q3 2018 | $1,515,000 | +8.9% | 38,333 | +3.1% | 0.07% | +1.5% |
Q2 2018 | $1,391,000 | +56.1% | 37,198 | +51.2% | 0.07% | +26.9% |
Q1 2018 | $891,000 | +5.6% | 24,602 | +8.7% | 0.05% | -5.5% |
Q4 2017 | $844,000 | +11.6% | 22,631 | +5.0% | 0.06% | -5.2% |
Q3 2017 | $756,000 | +10.7% | 21,550 | +6.5% | 0.06% | -6.5% |
Q2 2017 | $683,000 | -8.3% | 20,244 | -8.4% | 0.06% | -24.4% |
Q1 2017 | $745,000 | +21.5% | 22,102 | +17.3% | 0.08% | 0.0% |
Q4 2016 | $613,000 | – | 18,848 | – | 0.08% | – |
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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% |