SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 301 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,632 | +2.1% | 230 | +6.0% | 0.00% | – |
| Q1 2024 | $12,376 | +93.3% | 217 | +64.4% | 0.00% | – |
| Q3 2023 | $6,401 | +7.5% | 132 | +11.9% | 0.00% | – |
| Q2 2023 | $5,953 | +339.3% | 118 | +306.9% | 0.00% | – |
| Q4 2022 | $1,355 | -32.2% | 29 | -31.0% | 0.00% | – |
| Q1 2022 | $2,000 | -60.0% | 42 | -69.1% | 0.00% | – |
| Q1 2019 | $5,000 | +66.7% | 136 | +86.3% | 0.00% | – |
| Q3 2018 | $3,000 | -40.0% | 73 | -37.1% | 0.00% | – |
| Q2 2018 | $5,000 | +66.7% | 116 | +28.9% | 0.00% | – |
| Q2 2017 | $3,000 | – | 90 | – | 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% |