COBBLESTONE CAPITAL ADVISORS LLC /NY/ - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 71 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2020$426,000
+16.1%
9,481
-1.4%
0.03%
+3.1%
Q3 2020$367,000
+12.6%
9,613
+7.0%
0.03%
+10.3%
Q2 2020$326,000
+20.3%
8,981
+1.9%
0.03%0.0%
Q1 2020$271,000
-24.5%
8,813
+3.4%
0.03%
-12.1%
Q4 2019$359,000
+3.2%
8,525
-4.0%
0.03%
-5.7%
Q3 2019$348,000
+12.3%
8,882
+10.7%
0.04%
+25.0%
Q2 2019$310,000
-0.3%
8,024
-3.0%
0.03%
-3.4%
Q1 2019$311,000
+48.1%
8,273
+32.0%
0.03%
+31.8%
Q4 2018$210,000
-7.1%
6,266
+9.5%
0.02%
+4.8%
Q3 2018$226,000
+6.6%
5,721
+0.9%
0.02%0.0%
Q2 2018$212,0005,6700.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
Systelligence, LLC 202,133$12,350,3263.37%
CHANNEL WEALTH LLC 14,156$864,9320.41%
CGN Advisors LLC 11,240$686,7430.10%
Versant Capital Management, Inc 155$9,4800.00%
MASSMUTUAL TRUST CO FSB/ADV 622$38,0040.00%
Lowe Wealth Advisors, LLC 5$3060.00%
View complete list of SCHWAB STRATEGIC TR shareholders