SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 179 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $96,254 | +14.1% | 1,739 | 0.0% | 0.01% | +7.7% |
| Q3 2023 | $84,324 | +593.6% | 1,739 | +621.6% | 0.01% | +550.0% |
| Q2 2023 | $12,158 | +12.5% | 241 | +8.6% | 0.00% | -33.3% |
| Q1 2023 | $10,805 | +4.2% | 222 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $10,372 | +15.2% | 222 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | +50.0% | 222 | +65.7% | 0.00% | +33.3% |
| Q2 2022 | $6,000 | +200.0% | 134 | +282.9% | 0.00% | +200.0% |
| Q4 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -75.0% | 35 | -77.1% | 0.00% | -80.0% |
| Q1 2021 | $8,000 | +33.3% | 153 | +13.3% | 0.01% | +25.0% |
| Q4 2020 | $6,000 | +50.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | -20.0% | 135 | -11.2% | 0.00% | -20.0% |
| Q2 2020 | $5,000 | -50.0% | 152 | -61.1% | 0.01% | -37.5% |
| Q1 2020 | $10,000 | -90.3% | 391 | -84.7% | 0.01% | -87.1% |
| Q4 2019 | $103,000 | – | 2,558 | – | 0.06% | – |
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% |