SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,212,000 | -10.9% | 41,852 | -4.7% | 0.02% | -12.5% |
| Q4 2021 | $1,361,000 | -19.6% | 43,920 | -16.3% | 0.02% | -22.6% |
| Q3 2021 | $1,692,000 | +2.2% | 52,494 | +2.2% | 0.03% | -3.1% |
| Q2 2021 | $1,656,000 | +15.8% | 51,339 | +10.4% | 0.03% | 0.0% |
| Q1 2021 | $1,430,000 | +8.8% | 46,505 | -0.0% | 0.03% | 0.0% |
| Q4 2020 | $1,314,000 | +16.1% | 46,506 | -2.6% | 0.03% | -5.9% |
| Q3 2020 | $1,132,000 | +3.7% | 47,730 | +2.3% | 0.03% | -8.1% |
| Q2 2020 | $1,092,000 | -35.7% | 46,645 | -18.1% | 0.04% | -19.6% |
| Q4 2019 | $1,699,000 | +14.6% | 56,949 | +5.2% | 0.05% | -13.2% |
| Q3 2019 | $1,482,000 | +14.6% | 54,130 | +9.9% | 0.05% | +10.4% |
| Q2 2019 | $1,293,000 | -4.4% | 49,268 | +1.0% | 0.05% | -15.8% |
| Q1 2019 | $1,353,000 | +29.7% | 48,775 | +20.8% | 0.06% | +23.9% |
| Q4 2018 | $1,043,000 | -9.0% | 40,376 | +1.5% | 0.05% | +2.2% |
| Q3 2018 | $1,146,000 | +176.8% | 39,773 | +165.9% | 0.04% | +150.0% |
| Q2 2018 | $414,000 | – | 14,956 | – | 0.02% | – |
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% |