SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 266 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Delphi Private Advisors LLC | 222,079 | $7,717,000 | 15.44% |
Brouwer & Janachowski, LLC | 1,261,330 | $43,831,000 | 8.96% |
Charles Schwab Investment Advisory, Inc. | 34,676,718 | $1,205,016,000 | 5.75% |
Riverpoint Wealth Management Holdings, LLC | 210,299 | $7,255,000 | 5.11% |
Opes Advisors Inc | 148,427 | $5,231,000 | 3.24% |
Ackerman Capital Advisors, LLC | 213,500 | $7,419,000 | 3.10% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 584,866 | $20,324,000 | 2.64% |
Vigilant Capital Management, LLC | 279,047 | $9,697,000 | 1.58% |
Strategic Advisors LLC | 70,435 | $2,448,000 | 1.12% |
Tarbox Family Office, Inc. | 53,773 | $1,869,000 | 0.92% |