SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,885 | -25.6% | 470 | -24.2% | 0.00% | – |
| Q2 2023 | $20,020 | +370.7% | 620 | +355.9% | 0.00% | – |
| Q1 2023 | $4,253 | +7.6% | 136 | 0.0% | 0.00% | – |
| Q4 2022 | $3,954 | +31.8% | 136 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 136 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 136 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -20.0% | 136 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | +25.0% | 136 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 136 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | -91.2% | 136 | -90.2% | 0.00% | -100.0% |
| Q3 2020 | $34,000 | +3.0% | 1,391 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $33,000 | -92.7% | 1,391 | -93.5% | 0.00% | -94.9% |
| Q1 2020 | $451,000 | +166.9% | 21,451 | +266.5% | 0.04% | +225.0% |
| Q4 2019 | $169,000 | +7.6% | 5,853 | +2.7% | 0.01% | +33.3% |
| Q3 2019 | $157,000 | – | 5,700 | – | 0.01% | – |
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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% |