SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,056,000 | -9.6% | 161,291 | +1.8% | 0.09% | -4.3% |
| Q2 2022 | $4,486,000 | -14.9% | 158,455 | -3.1% | 0.09% | +2.2% |
| Q1 2022 | $5,271,000 | +2306.8% | 163,486 | +2058.5% | 0.09% | +1433.3% |
| Q4 2019 | $219,000 | -52.8% | 7,574 | -56.3% | 0.01% | -88.9% |
| Q2 2015 | $464,000 | +46.8% | 17,341 | +46.1% | 0.05% | +50.0% |
| Q1 2015 | $316,000 | -9.2% | 11,869 | -12.6% | 0.04% | -2.7% |
| Q4 2014 | $348,000 | -62.9% | 13,575 | -60.0% | 0.04% | -61.5% |
| Q3 2014 | $938,000 | -6.8% | 33,942 | +0.3% | 0.10% | -4.0% |
| Q2 2014 | $1,006,000 | – | 33,856 | – | 0.10% | – |
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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% |