SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $239,923 | +17.0% | 8,962 | +26.4% | 0.04% | +24.1% |
Q1 2022 | $205,000 | -26.3% | 7,091 | -20.9% | 0.03% | -23.7% |
Q4 2021 | $278,000 | +30.5% | 8,964 | +35.9% | 0.04% | +22.6% |
Q3 2021 | $213,000 | -9.0% | 6,597 | -9.0% | 0.03% | -8.8% |
Q2 2021 | $234,000 | +12.0% | 7,247 | -2.0% | 0.03% | -12.8% |
Q4 2020 | $209,000 | -13.3% | 7,393 | -27.3% | 0.04% | -26.4% |
Q3 2020 | $241,000 | -33.2% | 10,169 | -34.0% | 0.05% | -36.1% |
Q2 2020 | $361,000 | -59.7% | 15,409 | -64.6% | 0.08% | -66.1% |
Q1 2020 | $896,000 | -43.5% | 43,584 | -17.9% | 0.24% | -28.4% |
Q4 2019 | $1,585,000 | +10.5% | 53,111 | +1.4% | 0.34% | +2.1% |
Q3 2019 | $1,434,000 | -10.0% | 52,377 | -5.5% | 0.34% | +12.8% |
Q2 2019 | $1,594,000 | +3.6% | 55,449 | -0.0% | 0.30% | +13.4% |
Q1 2019 | $1,538,000 | +4.2% | 55,475 | -2.9% | 0.26% | -7.4% |
Q4 2018 | $1,476,000 | -21.4% | 57,140 | -12.3% | 0.28% | -7.5% |
Q3 2018 | $1,879,000 | +1.7% | 65,188 | -2.3% | 0.31% | -7.3% |
Q2 2018 | $1,847,000 | -5.1% | 66,740 | +7.0% | 0.33% | -13.2% |
Q1 2018 | $1,946,000 | +13.6% | 62,393 | +8.1% | 0.38% | +32.9% |
Q4 2017 | $1,713,000 | +12.3% | 57,737 | +8.4% | 0.29% | +5.1% |
Q3 2017 | $1,526,000 | +12.2% | 53,242 | +4.2% | 0.27% | +11.5% |
Q2 2017 | $1,360,000 | +32.0% | 51,080 | +31.1% | 0.24% | +33.3% |
Q1 2017 | $1,030,000 | +30.9% | 38,975 | +18.4% | 0.18% | -1.1% |
Q4 2016 | $787,000 | -8.7% | 32,927 | -9.3% | 0.18% | -19.9% |
Q3 2016 | $862,000 | +7.9% | 36,309 | -3.0% | 0.23% | +2.7% |
Q2 2016 | $799,000 | -5.9% | 37,428 | -8.6% | 0.22% | -25.7% |
Q1 2016 | $849,000 | +2.7% | 40,960 | -9.2% | 0.30% | -8.5% |
Q4 2015 | $827,000 | -35.3% | 45,134 | -32.8% | 0.33% | -38.7% |
Q3 2015 | $1,279,000 | -27.9% | 67,157 | -9.3% | 0.54% | -15.4% |
Q2 2015 | $1,775,000 | +1023.4% | 74,015 | +1001.7% | 0.64% | +945.9% |
Q1 2015 | $158,000 | – | 6,718 | – | 0.06% | – |
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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% |