SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $837,000 | +0.8% | 25,664 | -0.3% | 0.15% | -0.7% |
| Q2 2021 | $830,000 | +7.2% | 25,751 | +2.3% | 0.15% | -4.4% |
| Q1 2021 | $774,000 | +33.4% | 25,177 | +22.6% | 0.16% | +51.9% |
| Q4 2020 | $580,000 | +5.1% | 20,530 | -11.9% | 0.10% | -3.7% |
| Q3 2020 | $552,000 | +8.7% | 23,290 | +7.4% | 0.11% | +8.0% |
| Q2 2020 | $508,000 | +30.9% | 21,683 | +15.0% | 0.10% | +2.0% |
| Q1 2020 | $388,000 | -12.8% | 18,861 | +26.6% | 0.10% | +28.9% |
| Q4 2019 | $445,000 | -5.3% | 14,898 | -13.3% | 0.08% | -24.8% |
| Q3 2019 | $470,000 | +40.3% | 17,181 | +47.5% | 0.10% | +38.4% |
| Q2 2019 | $335,000 | – | 11,646 | – | 0.07% | – |
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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% |