SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download |
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% |