Treybourne Wealth Planners, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 189 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
Treybourne Wealth Planners, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2021$1,529,000
+16.4%
28,108
+8.3%
0.95%
+3.8%
Q1 2021$1,314,000
+19.3%
25,942
+1.1%
0.91%
+14.9%
Q4 2020$1,101,00025,6520.79%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Delphi Private Advisors LLC 219,897$7,978,00023.28%
Brouwer & Janachowski, LLC 1,252,438$45,438,0008.80%
Charles Schwab Investment Advisory, Inc. 40,057,743$1,453,295,0005.97%
Riverpoint Wealth Management Holdings, LLC 215,462$7,873,0005.17%
Opes Advisors Inc 153,600$5,573,0003.57%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 575,835$20,891,0002.58%
Vigilant Capital Management, LLC 399,228$14,484,0002.16%
Strategic Advisors LLC 73,677$2,673,0001.16%
Pacific Wealth Strategies Group, Inc. 28,811$1,045,0000.82%
ProVise Management Group, LLC 143,776$5,215,0000.76%
View complete list of SCHWAB STRATEGIC TR shareholders