SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215 | +35.2% | 4,447 | +30.6% | 0.00% | 0.0% |
| Q4 2022 | $159 | -99.8% | 3,406 | +74.5% | 0.00% | – |
| Q3 2022 | $82,000 | +6.5% | 1,952 | +12.2% | 0.00% | – |
| Q2 2022 | $77,000 | -78.8% | 1,740 | -74.4% | 0.00% | -100.0% |
| Q1 2022 | $363,000 | +81.5% | 6,807 | +88.7% | 0.00% | +100.0% |
| Q4 2021 | $200,000 | +15.6% | 3,607 | +9.3% | 0.00% | 0.0% |
| Q3 2021 | $173,000 | +6.1% | 3,301 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $163,000 | +7.9% | 3,012 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $151,000 | +319.4% | 3,008 | +250.6% | 0.00% | – |
| Q4 2020 | $36,000 | +28.6% | 858 | 0.0% | 0.00% | – |
| Q3 2020 | $28,000 | +3.7% | 858 | 0.0% | 0.00% | – |
| Q2 2020 | $27,000 | +22.7% | 858 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | -37.1% | 858 | 0.0% | 0.00% | – |
| Q4 2019 | $35,000 | +9.4% | 858 | 0.0% | 0.00% | – |
| Q3 2019 | $32,000 | 0.0% | 858 | 0.0% | 0.00% | – |
| Q2 2019 | $32,000 | – | 858 | – | 0.00% | – |
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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% |