SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 121 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $116,388 | -28.3% | 3,936 | -32.7% | 0.00% | -33.3% |
| Q1 2024 | $162,402 | +22.8% | 5,850 | +20.0% | 0.00% | 0.0% |
| Q4 2023 | $132,280 | +3.6% | 4,874 | +0.1% | 0.00% | 0.0% |
| Q3 2023 | $127,718 | -57.7% | 4,871 | -56.8% | 0.00% | -62.5% |
| Q2 2023 | $301,698 | +25083.5% | 11,270 | +24400.0% | 0.01% | – |
| Q1 2023 | $1,198 | +7.4% | 46 | +2.2% | 0.00% | – |
| Q4 2022 | $1,115 | +11.5% | 45 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -95.5% | 45 | -94.8% | 0.00% | -100.0% |
| Q2 2022 | $22,000 | +2100.0% | 862 | +2294.4% | 0.00% | – |
| Q1 2022 | $1,000 | -90.0% | 36 | -88.9% | 0.00% | – |
| Q4 2021 | $10,000 | -64.3% | 325 | -62.9% | 0.00% | -100.0% |
| Q3 2021 | $28,000 | +3.7% | 877 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +440.0% | 833 | +373.3% | 0.00% | – |
| Q1 2021 | $5,000 | +150.0% | 176 | +225.9% | 0.00% | – |
| Q4 2019 | $2,000 | -89.5% | 54 | -92.4% | 0.00% | -100.0% |
| Q3 2019 | $19,000 | – | 709 | +7777.8% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 9 | -83.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 53 | +20.5% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 44 | +7.3% | 0.00% | – |
| Q2 2018 | $1,000 | -92.9% | 41 | -94.7% | 0.00% | -100.0% |
| Q4 2015 | $14,000 | – | 778 | +2892.3% | 0.00% | – |
| Q3 2015 | $0 | – | 26 | – | 0.00% | – |
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% |