SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 46 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $9,116,000 | -12.9% | 272,195 | +2.8% | 6.51% | -14.9% |
| Q3 2018 | $10,472,000 | +7.9% | 264,901 | +2.1% | 7.65% | +7.7% |
| Q2 2018 | $9,702,000 | +10.3% | 259,503 | +6.9% | 7.11% | +0.1% |
| Q1 2018 | $8,793,000 | +19.7% | 242,836 | +23.2% | 7.10% | +35.8% |
| Q4 2017 | $7,348,000 | +11.0% | 197,109 | +4.4% | 5.23% | +23.5% |
| Q3 2017 | $6,617,000 | +8.9% | 188,727 | +6.4% | 4.24% | +12.5% |
| Q2 2017 | $6,075,000 | +34.7% | 177,457 | +32.6% | 3.77% | +18.3% |
| Q1 2017 | $4,511,000 | +178.5% | 133,823 | +168.7% | 3.18% | +91.2% |
| Q4 2016 | $1,620,000 | – | 49,800 | – | 1.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opes Wealth Management LLC | 136,706 | $7,321,000 | 2.59% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 68,672 | $3,678,000 | 1.95% |
| Leonard Rickey Investment Advisors P.L.L.C. | 63,240 | $3,387,000 | 1.42% |
| HHM Wealth Advisors, LLC | 48,268 | $2,585,000 | 0.70% |
| Red Door Wealth Management, LLC | 28,889 | $1,547,000 | 0.59% |
| Red Tortoise LLC | 15,165 | $715,000 | 0.56% |
| Covenant Multifamily Offices, LLC | 52,614 | $2,868,000 | 0.52% |
| Callan Capital, LLC | 56,200 | $3,010,000 | 0.50% |
| BEAM WEALTH ADVISORS, INC. | 10,060 | $539,000 | 0.46% |
| MorganRosel Wealth Management, LLC | 15,717 | $842,000 | 0.46% |