SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. 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 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,270,175 | -2.1% | 48,443 | 0.0% | 0.46% | +0.4% |
| Q2 2023 | $1,296,819 | +2.8% | 48,443 | 0.0% | 0.46% | -5.0% |
| Q1 2023 | $1,261,940 | +5.1% | 48,443 | 0.0% | 0.48% | -1.6% |
| Q4 2022 | $1,200,418 | +5.7% | 48,443 | 0.0% | 0.49% | -6.3% |
| Q3 2022 | $1,136,000 | -9.6% | 48,443 | 0.0% | 0.52% | -4.9% |
| Q2 2022 | $1,256,000 | -10.4% | 48,443 | 0.0% | 0.55% | -2.3% |
| Q1 2022 | $1,402,000 | -6.6% | 48,443 | 0.0% | 0.56% | -7.6% |
| Q4 2021 | $1,501,000 | -3.8% | 48,443 | 0.0% | 0.61% | -10.0% |
| Q3 2021 | $1,561,000 | -0.1% | 48,443 | 0.0% | 0.68% | -3.8% |
| Q2 2021 | $1,562,000 | +4.8% | 48,443 | 0.0% | 0.70% | +18.9% |
| Q1 2021 | $1,490,000 | +477.5% | 48,443 | +430.6% | 0.59% | +332.1% |
| Q4 2020 | $258,000 | – | 9,129 | – | 0.14% | – |
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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% |