SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $162 | -55.4% | 2,944 | -53.8% | 0.00% | -50.0% |
| Q1 2024 | $363 | +348.1% | 6,373 | +334.1% | 0.00% | – |
| Q4 2023 | $81 | +3.8% | 1,468 | -8.6% | 0.00% | – |
| Q3 2023 | $78 | -17.0% | 1,606 | -13.6% | 0.00% | -100.0% |
| Q2 2023 | $94 | +452.9% | 1,859 | +428.1% | 0.00% | – |
| Q1 2023 | $17 | -63.8% | 352 | -65.3% | 0.00% | – |
| Q4 2022 | $47 | -99.2% | 1,015 | +567.8% | 0.00% | – |
| Q3 2022 | $6,000 | -45.5% | 152 | -39.7% | 0.00% | – |
| Q2 2022 | $11,000 | +450.0% | 252 | +687.5% | 0.00% | – |
| Q1 2022 | $2,000 | -93.9% | 32 | -96.8% | 0.00% | -100.0% |
| Q4 2018 | $33,000 | -17.5% | 1,004 | +1.6% | 0.00% | 0.0% |
| Q3 2018 | $40,000 | +17.6% | 988 | +16.1% | 0.00% | 0.0% |
| Q2 2018 | $34,000 | +750.0% | 851 | +751.0% | 0.00% | – |
| Q3 2017 | $4,000 | – | 100 | – | 0.00% | – |
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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% |