Werba Rubin Papier Wealth Management - 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
Werba Rubin Papier Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$440,386
-3.9%
9,0820.0%0.16%
-1.3%
Q2 2023$458,186
+3.8%
9,082
+0.2%
0.16%
-8.1%
Q1 2023$441,202
+4.3%
9,065
+0.1%
0.17%
-0.6%
Q4 2022$422,9099,0520.17%
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