SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 50 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,413,000 | +9.2% | 49,287 | +1.4% | 1.25% | +28.8% |
| Q2 2017 | $1,294,000 | +141.9% | 48,617 | +140.3% | 0.97% | +112.3% |
| Q1 2017 | $535,000 | +47.0% | 20,236 | +33.0% | 0.46% | +44.2% |
| Q4 2016 | $364,000 | +31.4% | 15,220 | +30.2% | 0.32% | +12.0% |
| Q3 2016 | $277,000 | -65.4% | 11,690 | -68.9% | 0.28% | -61.4% |
| Q2 2016 | $800,000 | -0.7% | 37,615 | -3.0% | 0.73% | -7.7% |
| Q1 2016 | $806,000 | +9.1% | 38,795 | -4.1% | 0.79% | +7.6% |
| Q4 2015 | $739,000 | – | 40,473 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 516,583 | $15,415,000 | 12.18% |
| Elgethun Capital Management | 477,001 | $14,236,000 | 6.93% |
| Altus Wealth Management, LLC | 232,658 | $6,943,000 | 6.80% |
| Lee Financial Co | 953,979 | $28,467,000 | 6.15% |
| Ackerman Capital Advisors, LLC | 629,329 | $18,779,000 | 5.55% |
| Silicon Hills Wealth Management, LLC | 301 | $6,114,000 | 4.68% |
| McAdam, LLC | 557,392 | $16,633,000 | 4.02% |
| RHS Financial, LLC | 115,655 | $3,451,000 | 3.61% |
| HHM Wealth Advisors, LLC | 217,723 | $6,446,000 | 3.10% |
| BREITER CAPITAL MANAGEMENT INC | 88,100 | $2,629,000 | 2.85% |