SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $232,000 | -38.3% | 8,029 | -41.1% | 0.20% | -43.5% |
| Q3 2019 | $376,000 | -6.5% | 13,621 | -6.3% | 0.36% | -3.5% |
| Q2 2019 | $402,000 | -37.0% | 14,531 | -37.2% | 0.37% | -33.4% |
| Q1 2019 | $638,000 | -22.6% | 23,147 | -29.2% | 0.55% | -28.6% |
| Q4 2018 | $824,000 | -12.5% | 32,675 | +3.9% | 0.78% | +5.1% |
| Q3 2018 | $942,000 | +57.3% | 31,461 | +55.2% | 0.74% | +51.5% |
| Q2 2018 | $599,000 | +4.4% | 20,277 | +6.0% | 0.49% | +1.5% |
| Q1 2018 | $574,000 | +8.5% | 19,130 | +9.9% | 0.48% | +6.0% |
| Q4 2017 | $529,000 | – | 17,400 | – | 0.45% | – |
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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% |