FormulaFolio Investments, LLC - SCHWAB STRATEGIC TR ownership

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
FormulaFolio Investments, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2018$1,515,0000.0%38,3330.0%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$613,00018,8480.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2017
NameSharesValueWeighting ↓
Systelligence, LLC 202,133$12,350,3263.37%
CHANNEL WEALTH LLC 14,156$864,9320.41%
CGN Advisors LLC 11,240$686,7430.10%
Versant Capital Management, Inc 155$9,4800.00%
MASSMUTUAL TRUST CO FSB/ADV 622$38,0040.00%
Lowe Wealth Advisors, LLC 5$3060.00%
View complete list of SCHWAB STRATEGIC TR shareholders