SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,251,612 | -4.1% | 47,735 | -2.0% | 0.16% | -5.8% |
Q2 2023 | $1,304,449 | +1.5% | 48,728 | -1.2% | 0.17% | -2.3% |
Q1 2023 | $1,285,073 | +3.6% | 49,331 | -1.5% | 0.18% | +2.9% |
Q4 2022 | $1,240,536 | +1.2% | 50,062 | -4.3% | 0.17% | -8.5% |
Q3 2022 | $1,226,000 | -9.7% | 52,314 | 0.0% | 0.19% | -2.1% |
Q2 2022 | $1,357,000 | -12.0% | 52,314 | -1.8% | 0.19% | -9.0% |
Q1 2022 | $1,542,000 | -6.5% | 53,257 | 0.0% | 0.21% | +3.4% |
Q4 2021 | $1,650,000 | -1.5% | 53,257 | +2.5% | 0.20% | -7.7% |
Q3 2021 | $1,675,000 | -2.6% | 51,960 | -2.5% | 0.22% | -2.2% |
Q2 2021 | $1,719,000 | +3.9% | 53,310 | -0.9% | 0.23% | -1.3% |
Q1 2021 | $1,655,000 | +7.3% | 53,809 | -1.4% | 0.23% | 0.0% |
Q4 2020 | $1,542,000 | +25.0% | 54,574 | +4.9% | 0.23% | +15.1% |
Q3 2020 | $1,234,000 | -19.6% | 52,024 | -20.6% | 0.20% | -26.8% |
Q2 2020 | $1,534,000 | +40.2% | 65,529 | +23.2% | 0.27% | +16.7% |
Q1 2020 | $1,094,000 | – | 53,200 | – | 0.23% | – |
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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% |