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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $314,000 | +0.3% | 7,718 | -1.5% | 0.00% | 0.0% |
| Q2 2018 | $313,000 | -5.2% | 7,836 | -11.5% | 0.00% | 0.0% |
| Q1 2018 | $330,000 | -0.9% | 8,853 | +0.6% | 0.00% | -25.0% |
| Q4 2017 | $333,000 | +22.4% | 8,799 | +17.4% | 0.00% | 0.0% |
| Q3 2017 | $272,000 | – | 7,492 | +62333.3% | 0.00% | – |
| Q3 2015 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 12 | – | 0.00% | – |
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% |