SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $207,000 | -7.2% | 7,324 | +5.8% | 0.02% | +7.1% |
| Q1 2022 | $223,000 | -22.0% | 6,923 | -21.2% | 0.01% | -22.2% |
| Q4 2021 | $286,000 | +9.2% | 8,788 | +10.1% | 0.02% | -5.3% |
| Q3 2021 | $262,000 | -1.5% | 7,981 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $266,000 | +16.7% | 7,981 | +12.4% | 0.02% | +5.6% |
| Q1 2021 | $228,000 | +12.3% | 7,098 | +2.6% | 0.02% | 0.0% |
| Q4 2020 | $203,000 | -10.2% | 6,918 | -11.4% | 0.02% | -33.3% |
| Q4 2019 | $226,000 | +7.1% | 7,805 | +2.0% | 0.03% | -3.6% |
| Q3 2019 | $211,000 | -8.3% | 7,653 | -7.4% | 0.03% | -15.2% |
| Q2 2019 | $230,000 | -36.6% | 8,269 | -31.9% | 0.03% | -52.9% |
| Q3 2018 | $363,000 | +4.0% | 12,135 | +2.7% | 0.07% | -24.7% |
| Q2 2018 | $349,000 | -42.1% | 11,820 | -41.3% | 0.09% | -60.8% |
| Q1 2018 | $603,000 | +3.8% | 20,124 | +5.3% | 0.24% | -10.9% |
| Q4 2017 | $581,000 | – | 19,110 | – | 0.27% | – |
Download | ||||||
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% |