Glass Jacobson Investment Advisors llc - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$101,792
-3.5%
2,099
+0.4%
0.05%
-2.1%
Q2 2023$105,513
-22.3%
2,091
-28.1%
0.05%
-28.4%
Q4 2022$135,8352,9070.07%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
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