SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,287,000 | +21.6% | 25,100 | +6.4% | 0.23% | +15.8% |
| Q4 2020 | $1,058,000 | +22.0% | 23,583 | +3.7% | 0.20% | +8.0% |
| Q3 2020 | $867,000 | +5.2% | 22,743 | 0.0% | 0.19% | -2.6% |
| Q2 2020 | $824,000 | +18.4% | 22,743 | +0.3% | 0.19% | +2.1% |
| Q1 2020 | $696,000 | -17.0% | 22,673 | +13.7% | 0.19% | -3.6% |
| Q4 2019 | $839,000 | +54.5% | 19,933 | +43.6% | 0.20% | +47.7% |
| Q3 2019 | $543,000 | +1.3% | 13,883 | 0.0% | 0.13% | 0.0% |
| Q2 2019 | $536,000 | +2.7% | 13,883 | 0.0% | 0.13% | -2.9% |
| Q1 2019 | $522,000 | +21.1% | 13,883 | +7.8% | 0.14% | +8.8% |
| Q4 2018 | $431,000 | -15.3% | 12,883 | 0.0% | 0.12% | -16.7% |
| Q3 2018 | $509,000 | +5.8% | 12,883 | 0.0% | 0.15% | +0.7% |
| Q2 2018 | $481,000 | +3.2% | 12,883 | 0.0% | 0.15% | 0.0% |
| Q1 2018 | $466,000 | -49.0% | 12,883 | -50.0% | 0.15% | -8.0% |
| Q4 2017 | $914,000 | +102.7% | 25,766 | +100.0% | 0.16% | +4.5% |
| Q3 2017 | $451,000 | +3.9% | 12,883 | 0.0% | 0.16% | -6.1% |
| Q2 2017 | $434,000 | 0.0% | 12,883 | 0.0% | 0.16% | -1.2% |
| Q1 2017 | $434,000 | +3.6% | 12,883 | 0.0% | 0.17% | -0.6% |
| Q4 2016 | $419,000 | +4.8% | 12,883 | 0.0% | 0.17% | -9.2% |
| Q3 2016 | $400,000 | +3.6% | 12,883 | 0.0% | 0.18% | -8.9% |
| Q2 2016 | $386,000 | +4.9% | 12,883 | +2.7% | 0.20% | +3.0% |
| Q1 2016 | $368,000 | – | 12,550 | – | 0.20% | – |
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% |