SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,795 | +4.1% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,608 | +48.5% | 95 | +43.9% | 0.00% | +33.3% |
| Q4 2022 | $3,102 | +3.4% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -40.0% | 66 | -37.7% | 0.00% | -40.0% |
| Q2 2022 | $5,000 | -16.7% | 106 | -13.1% | 0.01% | 0.0% |
| Q1 2022 | $6,000 | +100.0% | 122 | +165.2% | 0.01% | +150.0% |
| Q4 2021 | $3,000 | – | 46 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delphi Private Advisors LLC | 219,897 | $7,978,000 | 23.28% |
| Brouwer & Janachowski, LLC | 1,252,438 | $45,438,000 | 8.80% |
| Charles Schwab Investment Advisory, Inc. | 40,057,743 | $1,453,295,000 | 5.97% |
| Riverpoint Wealth Management Holdings, LLC | 215,462 | $7,873,000 | 5.17% |
| Opes Advisors Inc | 153,600 | $5,573,000 | 3.57% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 575,835 | $20,891,000 | 2.58% |
| Vigilant Capital Management, LLC | 399,228 | $14,484,000 | 2.16% |
| Strategic Advisors LLC | 73,677 | $2,673,000 | 1.16% |
| Pacific Wealth Strategies Group, Inc. | 28,811 | $1,045,000 | 0.82% |
| ProVise Management Group, LLC | 143,776 | $5,215,000 | 0.76% |