SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,094,880 | -3.9% | 346,868 | -1.9% | 0.44% | +1.6% |
| Q2 2023 | $9,462,724 | +1.9% | 353,482 | -0.8% | 0.43% | -9.6% |
| Q1 2023 | $9,281,746 | +5.7% | 356,305 | +0.6% | 0.48% | +1.7% |
| Q4 2022 | $8,778,276 | -13.3% | 354,248 | -18.0% | 0.47% | -23.0% |
| Q3 2022 | $10,128,000 | -9.4% | 432,082 | +0.2% | 0.61% | -2.9% |
| Q2 2022 | $11,177,000 | -0.2% | 431,043 | +11.4% | 0.63% | +12.3% |
| Q1 2022 | $11,197,000 | +11.6% | 386,771 | +19.4% | 0.56% | +15.6% |
| Q4 2021 | $10,036,000 | +1.7% | 323,857 | +5.8% | 0.49% | -9.0% |
| Q2 2021 | $9,871,000 | +11.9% | 306,082 | +6.7% | 0.53% | +2.1% |
| Q1 2021 | $8,821,000 | +19.5% | 286,851 | +9.8% | 0.52% | +3.8% |
| Q4 2020 | $7,380,000 | +25.9% | 261,133 | +5.7% | 0.50% | +62.1% |
| Q3 2020 | $5,861,000 | +16.3% | 247,104 | +14.8% | 0.31% | -28.8% |
| Q2 2020 | $5,040,000 | +54.0% | 215,300 | +35.2% | 0.44% | -25.2% |
| Q1 2020 | $3,273,000 | +57.3% | 159,198 | +128.2% | 0.58% | +62.2% |
| Q4 2019 | $2,081,000 | +147.4% | 69,748 | +127.0% | 0.36% | +98.9% |
| Q3 2019 | $841,000 | – | 30,720 | – | 0.18% | – |
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% |