SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,281 | +3.0% | 40 | 0.0% | 0.00% | – |
| Q4 2023 | $2,214 | +14.1% | 40 | 0.0% | 0.00% | – |
| Q3 2023 | $1,940 | -3.9% | 40 | 0.0% | 0.00% | – |
| Q2 2023 | $2,018 | +3.6% | 40 | 0.0% | 0.00% | – |
| Q1 2023 | $1,947 | +4.2% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $1,869 | +9.9% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $1,701 | -6.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $1,810 | -15.3% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $2,138 | -3.9% | 40 | 0.0% | 0.00% | – |
| Q4 2021 | $2,224 | +5.6% | 40 | 0.0% | 0.00% | – |
| Q3 2021 | $2,107 | -3.2% | 40 | 0.0% | 0.00% | – |
| Q2 2021 | $2,176 | +7.4% | 40 | 0.0% | 0.00% | – |
| Q1 2021 | $2,026 | +18.0% | 40 | 0.0% | 0.00% | – |
| Q4 2020 | $1,717 | +29.9% | 40 | 0.0% | 0.00% | – |
| Q3 2020 | $1,322 | +4.2% | 40 | 0.0% | 0.00% | – |
| Q2 2020 | $1,269 | +22.6% | 40 | 0.0% | 0.00% | – |
| Q1 2020 | $1,035 | -35.7% | 40 | 0.0% | 0.00% | – |
| Q4 2019 | $1,610 | +6.6% | 40 | 0.0% | 0.00% | – |
| Q3 2019 | $1,510 | +0.1% | 40 | 0.0% | 0.00% | – |
| Q2 2019 | $1,508 | +1.2% | 40 | 0.0% | 0.00% | – |
| Q1 2019 | $1,490 | -9.3% | 40 | -20.0% | 0.00% | – |
| Q4 2018 | $1,642 | -19.4% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $2,036 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |