SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $320 | -3.9% | 11,944 | -6.7% | 0.01% | -16.7% |
| Q1 2023 | $333 | -99.9% | 12,797 | +3.9% | 0.01% | +20.0% |
| Q4 2022 | $305,000 | -99.9% | 12,322 | +10.8% | 0.01% | 0.0% |
| Q3 2022 | $261,000,000 | +108198.8% | 11,122 | +19.9% | 0.01% | 0.0% |
| Q2 2022 | $241,000 | -16.3% | 9,279 | -6.7% | 0.01% | 0.0% |
| Q1 2022 | $288,000 | -99.9% | 9,941 | -1.2% | 0.01% | -16.7% |
| Q4 2021 | $312,000,000 | +105662.7% | 10,061 | +9.9% | 0.01% | 0.0% |
| Q3 2021 | $295,000 | +3.1% | 9,155 | +3.4% | 0.01% | 0.0% |
| Q2 2021 | $286,000 | +6.3% | 8,857 | +1.1% | 0.01% | -14.3% |
| Q1 2021 | $269,000 | -2.9% | 8,757 | -10.7% | 0.01% | -12.5% |
| Q4 2020 | $277,000 | +18.4% | 9,801 | -0.7% | 0.01% | 0.0% |
| Q3 2020 | $234,000 | +2.2% | 9,875 | +0.7% | 0.01% | -11.1% |
| Q2 2020 | $229,000 | -14.2% | 9,803 | +9.6% | 0.01% | -18.2% |
| Q4 2019 | $267,000 | -13.3% | 8,947 | -20.5% | 0.01% | -26.7% |
| Q3 2019 | $308,000 | -14.7% | 11,257 | -11.7% | 0.02% | -25.0% |
| Q1 2019 | $361,000 | – | 12,748 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 516,583 | $15,415,000 | 12.18% |
| Elgethun Capital Management | 477,001 | $14,236,000 | 6.93% |
| Altus Wealth Management, LLC | 232,658 | $6,943,000 | 6.80% |
| Lee Financial Co | 953,979 | $28,467,000 | 6.15% |
| Ackerman Capital Advisors, LLC | 629,329 | $18,779,000 | 5.55% |
| Silicon Hills Wealth Management, LLC | 301 | $6,114,000 | 4.68% |
| McAdam, LLC | 557,392 | $16,633,000 | 4.02% |
| RHS Financial, LLC | 115,655 | $3,451,000 | 3.61% |
| HHM Wealth Advisors, LLC | 217,723 | $6,446,000 | 3.10% |
| BREITER CAPITAL MANAGEMENT INC | 88,100 | $2,629,000 | 2.85% |