SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $309 | +3.3% | 9,756 | +5.2% | 0.20% | +5.7% |
Q2 2023 | $299 | +7.2% | 9,272 | +4.1% | 0.19% | +0.5% |
Q1 2023 | $279 | +7.7% | 8,907 | 0.0% | 0.19% | -2.0% |
Q4 2022 | $259 | -99.9% | 8,907 | +0.8% | 0.20% | +10.1% |
Q3 2022 | $222,000 | -11.2% | 8,833 | 0.0% | 0.18% | -22.2% |
Q2 2022 | $250,000 | -8.1% | 8,833 | +4.6% | 0.23% | +4.5% |
Q1 2022 | $272,000 | -0.7% | 8,447 | +0.1% | 0.22% | -3.9% |
Q4 2021 | $274,000 | – | 8,437 | – | 0.23% | – |
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% |