SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 416 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $497,623 | +20.3% | 15,713 | +22.6% | 0.00% | -50.0% |
Q2 2023 | $413,764 | +4.5% | 12,814 | +1.2% | 0.00% | +100.0% |
Q1 2023 | $395,847 | +11.2% | 12,659 | +3.3% | 0.00% | 0.0% |
Q4 2022 | $356,137 | +7.6% | 12,251 | +21.6% | 0.00% | 0.0% |
Q3 2021 | $331,000 | +19.5% | 10,078 | +21.0% | 0.00% | 0.0% |
Q2 2021 | $277,000 | -89.7% | 8,332 | -90.7% | 0.00% | -92.3% |
Q3 2018 | $2,692,000 | +1.5% | 89,858 | +0.1% | 0.01% | -13.3% |
Q2 2018 | $2,652,000 | – | 89,781 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SVA Wealth Management, LLC | 1,543,587 | $36,645,000 | 5.92% |
Vigilant Capital Management, LLC | 1,141,763 | $27,105,000 | 5.19% |
Charles Schwab Investment Advisory, Inc. | 21,904,568 | $520,014,000 | 4.74% |
Asset Dedication, LLC | 187,288 | $4,454,000 | 3.10% |
Sequoia Financial Advisors, LLC | 376,314 | $8,934,000 | 2.50% |
CABOT WEALTH MANAGEMENT INC | 218,252 | $5,181,000 | 1.36% |
GIRARD SECURITIES, INC. | 61,183 | $1,452,000 | 1.33% |
CAHILL FINANCIAL ADVISORS INC | 65,098 | $1,546,000 | 1.08% |
West Coast Financial LLC | 70,127 | $1,665,000 | 0.60% |
HENGEHOLD CAPITAL MANAGEMENT LLC | 74,966 | $1,780,000 | 0.58% |