SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,602 | +226.5% | 102 | +229.0% | 0.00% | – |
| Q4 2023 | $1,716 | -55.8% | 31 | -61.2% | 0.00% | – |
| Q3 2023 | $3,879 | -3.9% | 80 | 0.0% | 0.00% | – |
| Q2 2023 | $4,036 | +3.6% | 80 | 0.0% | 0.00% | – |
| Q1 2023 | $3,894 | +2.9% | 80 | -1.2% | 0.00% | – |
| Q4 2022 | $3,785 | +26.2% | 81 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 81 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 81 | +1.2% | 0.00% | – |
| Q1 2022 | $4,000 | -60.0% | 80 | -56.8% | 0.00% | -100.0% |
| Q4 2021 | $10,000 | +150.0% | 185 | +40.2% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 132 | +0.8% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | – | 131 | – | 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% |