SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $634,276 | +62.2% | 24,348 | +80.3% | 0.00% | +100.0% |
| Q1 2022 | $391,000 | -29.2% | 13,501 | -24.2% | 0.00% | -33.3% |
| Q4 2021 | $552,000 | +5.7% | 17,802 | +9.9% | 0.00% | 0.0% |
| Q3 2021 | $522,000 | +47.0% | 16,203 | +47.3% | 0.00% | +50.0% |
| Q2 2021 | $355,000 | +2.9% | 10,997 | -2.0% | 0.00% | 0.0% |
| Q1 2021 | $345,000 | +38.0% | 11,220 | +26.6% | 0.00% | 0.0% |
| Q4 2020 | $250,000 | -4.2% | 8,863 | -19.5% | 0.00% | 0.0% |
| Q3 2020 | $261,000 | -4.0% | 11,016 | -5.2% | 0.00% | 0.0% |
| Q2 2020 | $272,000 | -50.4% | 11,621 | -56.4% | 0.00% | -60.0% |
| Q1 2020 | $548,000 | -32.7% | 26,658 | -2.3% | 0.01% | 0.0% |
| Q4 2019 | $814,000 | -2.9% | 27,279 | -10.8% | 0.01% | -16.7% |
| Q3 2019 | $838,000 | -1.6% | 30,589 | +3.1% | 0.01% | 0.0% |
| Q2 2019 | $852,000 | +3.3% | 29,656 | -0.4% | 0.01% | 0.0% |
| Q1 2019 | $825,000 | +7.8% | 29,763 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $765,000 | -26.0% | 29,630 | -23.7% | 0.01% | -33.3% |
| Q2 2017 | $1,034,000 | -6.2% | 38,835 | -6.9% | 0.01% | -10.0% |
| Q1 2017 | $1,102,000 | +10.1% | 41,693 | -0.4% | 0.01% | 0.0% |
| Q4 2016 | $1,001,000 | -0.5% | 41,869 | -1.3% | 0.01% | 0.0% |
| Q3 2016 | $1,006,000 | +14.7% | 42,412 | +1.6% | 0.01% | +11.1% |
| Q2 2016 | $877,000 | -4.6% | 41,760 | -5.8% | 0.01% | -10.0% |
| Q1 2016 | $919,000 | -18.3% | 44,318 | -27.8% | 0.01% | -23.1% |
| Q4 2015 | $1,125,000 | -21.3% | 61,388 | -18.2% | 0.01% | -23.5% |
| Q3 2015 | $1,430,000 | +18.9% | 75,060 | +49.6% | 0.02% | +21.4% |
| Q2 2015 | $1,203,000 | – | 50,176 | – | 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% |