SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 177 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $136,000 | +9.7% | 4,233 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $124,000 | +19.2% | 4,233 | +17.6% | 0.02% | +76.9% |
| Q4 2019 | $104,000 | -63.1% | 3,601 | -64.9% | 0.01% | -69.8% |
| Q3 2019 | $282,000 | -1.1% | 10,251 | 0.0% | 0.04% | -4.4% |
| Q2 2019 | $285,000 | +1.1% | 10,251 | 0.0% | 0.04% | -10.0% |
| Q1 2019 | $282,000 | +9.3% | 10,251 | 0.0% | 0.05% | -27.5% |
| Q4 2018 | $258,000 | -16.0% | 10,251 | 0.0% | 0.07% | -21.6% |
| Q3 2018 | $307,000 | +1.7% | 10,251 | 0.0% | 0.09% | -17.0% |
| Q2 2018 | $302,000 | – | 10,251 | – | 0.11% | – |
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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% |