Capstone Triton Financial Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 184 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capstone Triton Financial Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$224,0000.0%4,0360.0%0.45%
+234.8%
Q3 2021$224,000
-3.4%
4,036
-5.5%
0.14%
-5.6%
Q2 2021$232,000
+5.5%
4,273
-1.6%
0.14%
-1.4%
Q1 2021$220,000
+52.8%
4,342
+29.5%
0.14%
+64.8%
Q4 2020$144,0003,3530.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Delphi Private Advisors LLC 222,079$7,717,00015.44%
Brouwer & Janachowski, LLC 1,261,330$43,831,0008.96%
Charles Schwab Investment Advisory, Inc. 34,676,718$1,205,016,0005.75%
Riverpoint Wealth Management Holdings, LLC 210,299$7,255,0005.11%
Opes Advisors Inc 148,427$5,231,0003.24%
Ackerman Capital Advisors, LLC 213,500$7,419,0003.10%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 584,866$20,324,0002.64%
Vigilant Capital Management, LLC 279,047$9,697,0001.58%
Strategic Advisors LLC 70,435$2,448,0001.12%
Tarbox Family Office, Inc. 53,773$1,869,0000.92%
View complete list of SCHWAB STRATEGIC TR shareholders