SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $227,564 | -1.7% | 4,693 | +2.3% | 0.02% | +5.0% |
Q2 2023 | $231,516 | +4.6% | 4,589 | +0.9% | 0.02% | +5.3% |
Q1 2023 | $221,352 | -2.2% | 4,548 | +2.8% | 0.02% | -5.0% |
Q4 2022 | $226,383 | +2.9% | 4,425 | +7.2% | 0.02% | +5.3% |
Q1 2022 | $220,000 | -99.8% | 4,128 | +1.3% | 0.02% | +18.8% |
Q2 2020 | $129,227,000 | – | 4,074 | – | 0.02% | – |
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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% |