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 | $223,616 | -4.4% | 8,735 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $233,836 | +2.8% | 8,735 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $227,547 | +5.1% | 8,735 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $216,453 | +5.6% | 8,735 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $205,000 | -9.3% | 8,735 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $226,000 | -10.7% | 8,735 | 0.0% | 0.02% | +13.6% |
| Q1 2022 | $253,000 | -6.6% | 8,735 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $271,000 | -2.9% | 8,735 | -27.8% | 0.02% | -11.5% |
| Q3 2021 | $279,000 | +9.4% | 12,094 | +53.2% | 0.03% | +8.3% |
| Q2 2021 | $255,000 | -7.3% | 7,893 | -11.8% | 0.02% | -17.2% |
| Q1 2021 | $275,000 | +23.3% | 8,953 | +13.4% | 0.03% | +11.5% |
| Q4 2020 | $223,000 | -5.5% | 7,893 | 0.0% | 0.03% | -21.2% |
| Q4 2019 | $236,000 | +9.3% | 7,893 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $216,000 | -4.8% | 7,893 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $227,000 | +3.7% | 7,893 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $219,000 | +7.4% | 7,893 | 0.0% | 0.04% | -7.9% |
| Q4 2018 | $204,000 | -10.1% | 7,893 | 0.0% | 0.04% | +5.6% |
| Q3 2018 | $227,000 | +4.1% | 7,893 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $218,000 | – | 7,893 | – | 0.04% | – |
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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% |