SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,935,864 | +54.6% | 378,942 | +57.9% | 1.06% | +49.6% |
| Q2 2023 | $6,426,398 | +230.8% | 240,060 | +221.9% | 0.71% | +216.0% |
| Q1 2023 | $1,942,942 | +107.4% | 74,585 | +97.3% | 0.22% | +94.0% |
| Q4 2022 | $936,786 | +26.3% | 37,804 | +19.4% | 0.12% | -4.1% |
| Q3 2022 | $742,000 | -9.6% | 31,649 | 0.0% | 0.12% | -4.7% |
| Q2 2022 | $821,000 | -23.3% | 31,649 | -14.4% | 0.13% | -13.6% |
| Q1 2022 | $1,070,000 | +5.6% | 36,977 | +13.1% | 0.15% | 0.0% |
| Q4 2021 | $1,013,000 | – | 32,682 | – | 0.15% | – |
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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% |