SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 144 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | -62.5% | 74 | -49.7% | 0.00% | -100.0% |
| Q1 2022 | $8,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | -33.3% | 147 | -33.5% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | -20.0% | 221 | -25.1% | 0.00% | -66.7% |
| Q1 2021 | $15,000 | +15.4% | 295 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 295 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 295 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 295 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $8,000 | -33.3% | 295 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $12,000 | +9.1% | 295 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | -59.3% | 295 | -58.7% | 0.01% | -57.1% |
| Q2 2019 | $27,000 | -93.3% | 714 | -93.4% | 0.01% | -93.0% |
| Q1 2019 | $401,000 | -2.0% | 10,762 | -13.5% | 0.20% | -5.7% |
| Q4 2018 | $409,000 | -21.8% | 12,443 | -3.2% | 0.21% | +44.5% |
| Q3 2018 | $523,000 | +26.9% | 12,850 | +24.6% | 0.15% | +20.7% |
| Q2 2018 | $412,000 | -99.8% | 10,313 | +72.2% | 0.12% | 0.0% |
| Q1 2018 | $223,068,000 | +138451.6% | 5,990 | +41.2% | 0.12% | +34.4% |
| Q4 2017 | $161,000 | – | 4,243 | – | 0.09% | – |
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% |