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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $18,810 | +376100.0% | 500 | +376.2% | 0.00% | – |
Q4 2022 | $5 | -99.9% | 105 | -36.4% | 0.00% | – |
Q3 2022 | $8,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q2 2022 | $8,000 | -46.7% | 165 | -43.1% | 0.00% | – |
Q1 2022 | $15,000 | +114.3% | 290 | +132.0% | 0.00% | – |
Q4 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q3 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q2 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q1 2021 | $7,000 | +40.0% | 125 | 0.0% | 0.00% | – |
Q4 2020 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q3 2020 | $5,000 | +25.0% | 125 | 0.0% | 0.00% | – |
Q2 2020 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q1 2020 | $4,000 | -20.0% | 125 | 0.0% | 0.00% | – |
Q4 2019 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q3 2019 | $5,000 | +25.0% | 125 | 0.0% | 0.00% | – |
Q4 2018 | $4,000 | -20.0% | 125 | 0.0% | 0.00% | – |
Q3 2018 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q2 2018 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q1 2018 | $5,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q4 2017 | $5,000 | +25.0% | 125 | 0.0% | 0.00% | – |
Q3 2017 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q2 2017 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q1 2017 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q4 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q3 2016 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | – |
Q2 2016 | $4,000 | -33.3% | 125 | -44.4% | 0.00% | – |
Q4 2015 | $6,000 | – | 225 | – | 0.00% | – |
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% |