SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $260,000 | -3.3% | 6,911 | +0.4% | 0.11% | -3.5% |
Q1 2019 | $269,000 | +2.3% | 6,885 | +0.2% | 0.11% | -16.2% |
Q4 2018 | $263,000 | +12.9% | 6,871 | +8.5% | 0.14% | +4.6% |
Q3 2018 | $233,000 | -13.1% | 6,333 | -5.8% | 0.13% | -16.7% |
Q2 2018 | $268,000 | +9.8% | 6,720 | +2.5% | 0.16% | -1.9% |
Q1 2018 | $244,000 | -1.6% | 6,558 | +0.2% | 0.16% | -0.6% |
Q4 2017 | $248,000 | – | 6,545 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Delphi Private Advisors LLC | 222,079 | $7,717,000 | 15.44% |
Brouwer & Janachowski, LLC | 1,261,330 | $43,831,000 | 8.96% |
Charles Schwab Investment Advisory, Inc. | 34,676,718 | $1,205,016,000 | 5.75% |
Riverpoint Wealth Management Holdings, LLC | 210,299 | $7,255,000 | 5.11% |
Opes Advisors Inc | 148,427 | $5,231,000 | 3.24% |
Ackerman Capital Advisors, LLC | 213,500 | $7,419,000 | 3.10% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 584,866 | $20,324,000 | 2.64% |
Vigilant Capital Management, LLC | 279,047 | $9,697,000 | 1.58% |
Strategic Advisors LLC | 70,435 | $2,448,000 | 1.12% |
Tarbox Family Office, Inc. | 53,773 | $1,869,000 | 0.92% |