SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 283 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $47 | -100.0% | 1 | -100.0% | 0.00% | – |
Q2 2021 | $221,000 | +7.3% | 4,059 | 0.0% | 0.00% | – |
Q1 2021 | $206,000 | +18.4% | 4,059 | 0.0% | 0.00% | – |
Q4 2020 | $174,000 | +32.8% | 4,059 | +2.5% | 0.00% | – |
Q3 2020 | $131,000 | +162.0% | 3,959 | +150.4% | 0.00% | – |
Q2 2020 | $50,000 | +38.9% | 1,581 | +14.2% | 0.00% | – |
Q1 2020 | $36,000 | +125.0% | 1,384 | +215.3% | 0.00% | – |
Q1 2019 | $16,000 | -11.1% | 439 | -20.8% | 0.00% | – |
Q4 2018 | $18,000 | -18.2% | 554 | +2.2% | 0.00% | – |
Q3 2018 | $22,000 | – | 542 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Delphi Private Advisors LLC | 222,079 | $7,717,000 | 15.44% |
Brouwer & Janachowski, LLC | 1,261,330 | $43,831,000 | 8.96% |
Charles Schwab Investment Advisory, Inc. | 34,676,718 | $1,205,016,000 | 5.75% |
Riverpoint Wealth Management Holdings, LLC | 210,299 | $7,255,000 | 5.11% |
Opes Advisors Inc | 148,427 | $5,231,000 | 3.24% |
Ackerman Capital Advisors, LLC | 213,500 | $7,419,000 | 3.10% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 584,866 | $20,324,000 | 2.64% |
Vigilant Capital Management, LLC | 279,047 | $9,697,000 | 1.58% |
Strategic Advisors LLC | 70,435 | $2,448,000 | 1.12% |
Tarbox Family Office, Inc. | 53,773 | $1,869,000 | 0.92% |