SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $401,000 | -78.6% | 19,523 | -68.9% | 0.00% | -75.0% |
| Q4 2019 | $1,871,000 | -55.1% | 62,705 | -56.8% | 0.01% | -55.6% |
| Q2 2019 | $4,168,000 | -14.4% | 145,031 | -17.4% | 0.02% | -18.2% |
| Q1 2019 | $4,871,000 | +83.6% | 175,673 | +106.5% | 0.02% | +100.0% |
| Q1 2018 | $2,653,000 | -14.4% | 85,064 | -26.9% | 0.01% | -15.4% |
| Q2 2017 | $3,099,000 | -15.9% | 116,421 | -16.5% | 0.01% | +8.3% |
| Q1 2017 | $3,685,000 | – | 139,449 | – | 0.01% | – |
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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% |