SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 39 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $42,000 | -39.1% | 1,002 | -43.6% | 0.00% | -100.0% |
Q3 2019 | $69,000 | -57.1% | 1,778 | -57.2% | 0.00% | 0.0% |
Q2 2019 | $161,000 | +14.2% | 4,154 | +10.7% | 0.00% | 0.0% |
Q1 2019 | $141,000 | -55.4% | 3,754 | -60.3% | 0.00% | -66.7% |
Q4 2018 | $316,000 | -22.2% | 9,454 | -7.9% | 0.00% | -25.0% |
Q3 2018 | $406,000 | +30.1% | 10,267 | +23.3% | 0.00% | 0.0% |
Q2 2018 | $312,000 | +2.6% | 8,324 | -1.1% | 0.00% | 0.0% |
Q1 2018 | $304,000 | -3.2% | 8,418 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $314,000 | +25.1% | 8,418 | +17.6% | 0.00% | 0.0% |
Q3 2017 | $251,000 | +4.1% | 7,159 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $241,000 | 0.0% | 7,159 | 0.0% | 0.00% | -20.0% |
Q1 2017 | $241,000 | +5.7% | 7,159 | +2.3% | 0.01% | 0.0% |
Q4 2016 | $228,000 | +5.1% | 7,000 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $217,000 | +3.3% | 7,000 | 0.0% | 0.01% | -16.7% |
Q2 2016 | $210,000 | – | 7,000 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guardian Financial Partners, LLC | 96,609 | $5,607,000 | 5.35% |
Opes Wealth Management LLC | 131,899 | $7,655,000 | 2.38% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,441 | $3,972,000 | 1.90% |
Leonard Rickey Investment Advisors P.L.L.C. | 63,843 | $3,705,000 | 1.36% |
HHM Wealth Advisors, LLC | 45,306 | $2,629,000 | 0.63% |
Red Tortoise LLC | 15,179 | $881,000 | 0.61% |
Red Door Wealth Management, LLC | 28,889 | $1,676,000 | 0.55% |
Callan Capital, LLC | 55,900 | $3,244,000 | 0.47% |
Sage Financial Management Group, Inc. | 11,340 | $658,000 | 0.44% |
BELLEVUE ASSET MANAGEMENT, LLC | 12,705 | $737,000 | 0.43% |