SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 273 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $140,350 | +1303.5% | 4,828 | +1328.4% | 0.00% | – |
Q2 2022 | $10,000 | -94.2% | 338 | -93.7% | 0.00% | -100.0% |
Q1 2022 | $172,000 | -7.5% | 5,338 | -6.6% | 0.00% | 0.0% |
Q4 2021 | $186,000 | +6.3% | 5,714 | +7.0% | 0.00% | 0.0% |
Q3 2021 | $175,000 | -1.7% | 5,338 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $178,000 | -73.8% | 5,338 | -74.8% | 0.00% | -75.0% |
Q1 2021 | $680,000 | +9.7% | 21,183 | 0.0% | 0.01% | -7.7% |
Q4 2020 | $620,000 | -34.0% | 21,183 | -44.6% | 0.01% | -48.0% |
Q3 2020 | $940,000 | – | 38,245 | – | 0.02% | – |
Download |
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% |