SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 250 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $55,171 | +5.2% | 2,118 | +0.0% | 0.00% | 0.0% |
Q4 2022 | $52,459 | -59.0% | 2,117 | -52.1% | 0.00% | -62.5% |
Q1 2022 | $128,000 | -2.3% | 4,417 | +4.7% | 0.01% | 0.0% |
Q4 2021 | $131,000 | -3.7% | 4,217 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $136,000 | 0.0% | 4,217 | 0.0% | 0.01% | -10.0% |
Q2 2021 | $136,000 | +4.6% | 4,217 | 0.0% | 0.01% | -9.1% |
Q1 2021 | $130,000 | – | 4,217 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Vigilant Capital Management, LLC | 882,086 | $23,313,000 | 4.06% |
Charles Schwab Investment Advisory, Inc. | 23,137,793 | $611,509,000 | 3.44% |
FOSTER & MOTLEY INC | 586,208 | $15,493,000 | 2.82% |
AVALON CAPITAL MANAGEMENT | 138,961 | $3,673,000 | 2.54% |
CABOT WEALTH MANAGEMENT INC | 209,786 | $5,544,000 | 1.36% |
Asset Dedication, LLC | 92,788 | $2,457,000 | 1.33% |
Kinsight, LLC | 65,634 | $1,735,000 | 0.94% |
Merriman Wealth Management, LLC | 123,424 | $3,262,000 | 0.79% |
Opes Advisors Inc | 31,524 | $833,000 | 0.59% |
GIRARD SECURITIES, INC. | 20,236 | $535,000 | 0.46% |