SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. 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% | – |
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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% |