SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 104 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $78,920 | -9.6% | 1,437 | -6.1% | 0.01% | -11.1% |
| Q1 2024 | $87,313 | -19.3% | 1,531 | -21.6% | 0.01% | -18.2% |
| Q4 2023 | $108,154 | +55.2% | 1,954 | +36.0% | 0.01% | +37.5% |
| Q3 2023 | $69,680 | +5.1% | 1,437 | +9.4% | 0.01% | 0.0% |
| Q2 2023 | $66,291 | +3.7% | 1,314 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $63,952 | -34.1% | 1,314 | -36.7% | 0.01% | -35.7% |
| Q4 2022 | $96,991 | +47.0% | 2,076 | +32.9% | 0.01% | +27.3% |
| Q3 2022 | $66,000 | +1000.0% | 1,562 | +1040.1% | 0.01% | +1000.0% |
| Q2 2022 | $6,000 | -80.6% | 137 | -76.3% | 0.00% | -83.3% |
| Q1 2022 | $31,000 | +287.5% | 577 | +321.2% | 0.01% | +500.0% |
| Q4 2021 | $8,000 | +14.3% | 137 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $7,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +133.3% | 137 | +50.5% | 0.00% | +100.0% |
| Q4 2018 | $3,000 | -94.1% | 91 | -93.2% | 0.00% | -96.4% |
| Q4 2017 | $51,000 | +4.1% | 1,338 | 0.0% | 0.03% | -3.4% |
| Q3 2017 | $49,000 | – | 1,338 | – | 0.03% | – |
Download | ||||||
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% |