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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $558,696 | -5.5% | 21,308 | -3.5% | 0.00% | 0.0% |
Q2 2023 | $591,215 | +2.7% | 22,085 | -0.1% | 0.00% | 0.0% |
Q1 2023 | $575,705 | +29.8% | 22,100 | +23.5% | 0.00% | 0.0% |
Q4 2022 | $443,463 | -5.2% | 17,896 | -10.4% | 0.00% | -33.3% |
Q3 2022 | $468,000 | -5.8% | 19,966 | +4.2% | 0.01% | 0.0% |
Q2 2022 | $497,000 | -27.1% | 19,157 | -18.6% | 0.01% | -25.0% |
Q1 2022 | $682,000 | -9.5% | 23,541 | -3.2% | 0.01% | -11.1% |
Q4 2021 | $754,000 | +171.2% | 24,329 | +182.6% | 0.01% | +125.0% |
Q3 2021 | $278,000 | -5.8% | 8,610 | -5.8% | 0.00% | 0.0% |
Q2 2021 | $295,000 | +19.4% | 9,138 | +13.6% | 0.00% | -20.0% |
Q1 2021 | $247,000 | +65.8% | 8,045 | +26.2% | 0.01% | +25.0% |
Q2 2020 | $149,000 | -60.9% | 6,377 | -65.5% | 0.00% | -69.2% |
Q1 2020 | $381,000 | -29.6% | 18,508 | +1.9% | 0.01% | -7.1% |
Q4 2019 | $541,000 | +9.7% | 18,156 | +0.2% | 0.01% | -6.7% |
Q3 2019 | $493,000 | -10.7% | 18,111 | -6.2% | 0.02% | -11.8% |
Q2 2019 | $552,000 | +4.3% | 19,308 | +1.7% | 0.02% | 0.0% |
Q1 2019 | $529,000 | +1.0% | 18,985 | -6.9% | 0.02% | -15.0% |
Q4 2018 | $524,000 | -1.7% | 20,390 | +10.4% | 0.02% | +5.3% |
Q3 2018 | $533,000 | +105.8% | 18,465 | +99.8% | 0.02% | +46.2% |
Q2 2018 | $259,000 | -11.3% | 9,240 | -2.0% | 0.01% | 0.0% |
Q1 2018 | $292,000 | – | 9,429 | – | 0.01% | – |
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% |