SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 144 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $590,000 | 0.0% | 22,820 | 0.0% | 0.17% | 0.0% |
| Q1 2020 | $590,000 | -38.0% | 22,820 | -3.5% | 0.17% | -8.8% |
| Q4 2019 | $952,000 | +4.2% | 23,657 | -2.2% | 0.18% | -1.6% |
| Q3 2019 | $914,000 | +4.0% | 24,194 | +0.4% | 0.18% | -7.5% |
| Q2 2019 | $879,000 | +1.2% | 24,088 | +2.5% | 0.20% | -4.3% |
| Q1 2019 | $869,000 | +14.0% | 23,510 | +13.9% | 0.21% | -13.3% |
| Q4 2018 | $762,000 | -8.7% | 20,648 | +0.7% | 0.24% | +30.3% |
| Q3 2018 | $835,000 | +1.1% | 20,504 | -0.9% | 0.18% | -3.1% |
| Q2 2018 | $826,000 | +7.3% | 20,690 | +0.1% | 0.19% | -0.5% |
| Q1 2018 | $770,000 | +11.6% | 20,669 | +13.5% | 0.19% | -5.4% |
| Q4 2017 | $690,000 | +1.2% | 18,211 | -3.2% | 0.20% | -13.6% |
| Q3 2017 | $682,000 | +6.7% | 18,812 | +2.3% | 0.24% | +11.4% |
| Q2 2017 | $639,000 | +3.2% | 18,391 | +3.2% | 0.21% | +1.9% |
| Q1 2017 | $619,000 | +0.5% | 17,823 | -1.3% | 0.21% | +3.0% |
| Q4 2016 | $616,000 | – | 18,061 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 219,897 | $7,978,000 | 23.28% |
| Brouwer & Janachowski, LLC | 1,252,438 | $45,438,000 | 8.80% |
| Charles Schwab Investment Advisory, Inc. | 40,057,743 | $1,453,295,000 | 5.97% |
| Riverpoint Wealth Management Holdings, LLC | 215,462 | $7,873,000 | 5.17% |
| Opes Advisors Inc | 153,600 | $5,573,000 | 3.57% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 575,835 | $20,891,000 | 2.58% |
| Vigilant Capital Management, LLC | 399,228 | $14,484,000 | 2.16% |
| Strategic Advisors LLC | 73,677 | $2,673,000 | 1.16% |
| Pacific Wealth Strategies Group, Inc. | 28,811 | $1,045,000 | 0.82% |
| ProVise Management Group, LLC | 143,776 | $5,215,000 | 0.76% |