SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 179 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $127,000 | +32.3% | 2,501 | +12.0% | 0.02% | +38.9% |
| Q4 2020 | $96,000 | +29.7% | 2,234 | 0.0% | 0.02% | +20.0% |
| Q3 2020 | $74,000 | +4.2% | 2,234 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $71,000 | +22.4% | 2,234 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $58,000 | -61.3% | 2,234 | -40.1% | 0.02% | -54.5% |
| Q4 2019 | $150,000 | – | 3,732 | – | 0.03% | – |
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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% |