SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,063,000 | -29.8% | 50 | 0.0% | 0.00% | – |
| Q4 2019 | $1,515,000 | +11.4% | 50 | 0.0% | 0.00% | – |
| Q3 2019 | $1,360,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2019 | $1,360,000 | +135900.0% | 50 | -5.7% | 0.00% | – |
| Q3 2018 | $1,000 | – | 53 | – | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $32,000 | -5.9% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $34,000 | +9.7% | 1,046 | 0.0% | 0.01% | +22.2% |
| Q3 2017 | $31,000 | -80.5% | 1,046 | -81.4% | 0.01% | -80.4% |
| Q2 2017 | $159,000 | +63.9% | 5,623 | +52.5% | 0.05% | +35.3% |
| Q1 2017 | $97,000 | +1285.7% | 3,687 | +1180.2% | 0.03% | +1033.3% |
| Q3 2016 | $7,000 | – | 288 | – | 0.00% | – |
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% |