SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,575 | +1037.3% | 290 | +974.1% | 0.00% | – |
| Q1 2024 | $754 | +2.3% | 27 | 0.0% | 0.00% | – |
| Q4 2023 | $737 | +7.6% | 27 | +3.8% | 0.00% | – |
| Q3 2023 | $685 | -2.0% | 26 | 0.0% | 0.00% | – |
| Q2 2023 | $699 | +3.9% | 26 | 0.0% | 0.00% | – |
| Q1 2023 | $673 | +67200.0% | 26 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 26 | +4.0% | 0.00% | – |
| Q3 2022 | $1,000 | -96.7% | 25 | -97.9% | 0.00% | -100.0% |
| Q2 2022 | $30,000 | +2900.0% | 1,172 | +4783.3% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 24 | +4.3% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -97.8% | 23 | -99.0% | 0.00% | -100.0% |
| Q1 2020 | $46,000 | -52.6% | 2,256 | -30.7% | 0.00% | -50.0% |
| Q4 2019 | $97,000 | -24.8% | 3,256 | -27.1% | 0.00% | -20.0% |
| Q3 2018 | $129,000 | -37.4% | 4,467 | -42.3% | 0.01% | -61.5% |
| Q2 2017 | $206,000 | +758.3% | 7,738 | +673.8% | 0.01% | +550.0% |
| Q4 2016 | $24,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ackerman Capital Advisors, LLC | 912,412 | $24,982,000 | 8.62% |
| Elgethun Capital Management | 459,862 | $12,555,000 | 6.68% |
| McAdam, LLC | 521,935 | $14,291,000 | 3.89% |
| RHS Financial, LLC | 113,983 | $3,121,000 | 3.68% |
| HHM Wealth Advisors, LLC | 200,973 | $5,503,000 | 3.13% |
| Lee Financial Co | 428,512 | $11,733,000 | 2.64% |
| FOSTER & MOTLEY INC | 624,619 | $17,102,000 | 2.33% |
| Relaxing Retirement Coach | 273,299 | $7,483,000 | 2.31% |
| Premia Global Advisors, LLC | 44,659 | $1,223,000 | 2.11% |
| Charles Schwab Investment Advisory, Inc. | 43,740,859 | $1,197,624,000 | 1.84% |