SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 164,791 | $7,350,000 | 3.54% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 59,557 | $2,674,000 | 1.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 69,877 | $3,137,000 | 1.43% |
| ADE, LLC | 32,359 | $1,453,000 | 1.17% |
| Red Door Wealth Management, LLC | 30,371 | $1,364,000 | 0.80% |
| HHM Wealth Advisors, LLC | 50,651 | $2,274,000 | 0.78% |
| Callan Capital, LLC | 59,951 | $2,692,000 | 0.55% |
| MorganRosel Wealth Management, LLC | 14,304 | $642,000 | 0.45% |
| BELLEVUE ASSET MANAGEMENT, LLC | 14,747 | $694,000 | 0.42% |
| Covenant Multifamily Offices, LLC | 48,018 | $2,156,000 | 0.38% |