SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 143 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,199,355 | -2.1% | 45,742 | 0.0% | 0.20% | +0.5% |
Q2 2023 | $1,224,513 | +6.0% | 45,742 | +3.2% | 0.20% | -3.4% |
Q1 2023 | $1,155,179 | +5.2% | 44,345 | +0.1% | 0.20% | -2.8% |
Q4 2022 | $1,098,069 | +3.3% | 44,313 | -2.3% | 0.21% | -5.8% |
Q3 2022 | $1,063,000 | -3.5% | 45,357 | +6.7% | 0.22% | -4.3% |
Q2 2022 | $1,102,000 | -9.7% | 42,491 | +0.8% | 0.23% | +1.7% |
Q1 2022 | $1,221,000 | +3.0% | 42,173 | +10.2% | 0.23% | +0.4% |
Q4 2021 | $1,186,000 | +2.3% | 38,256 | +6.4% | 0.23% | -3.4% |
Q3 2021 | $1,159,000 | 0.0% | 35,953 | 0.0% | 0.24% | -9.2% |
Q2 2021 | $1,159,000 | +5.7% | 35,953 | +0.9% | 0.26% | -2.6% |
Q1 2021 | $1,096,000 | +6.9% | 35,641 | -1.8% | 0.27% | +3.5% |
Q4 2020 | $1,025,000 | +20.7% | 36,285 | +1.4% | 0.26% | -15.4% |
Q3 2020 | $849,000 | +1.3% | 35,792 | 0.0% | 0.31% | -5.6% |
Q2 2020 | $838,000 | +14.5% | 35,792 | +0.6% | 0.32% | -4.7% |
Q1 2020 | $732,000 | -31.1% | 35,581 | 0.0% | 0.34% | -11.9% |
Q4 2019 | $1,062,000 | +11.9% | 35,581 | +2.8% | 0.39% | +4.6% |
Q3 2019 | $949,000 | -4.1% | 34,627 | +0.6% | 0.37% | -5.9% |
Q2 2019 | $990,000 | +3.7% | 34,416 | 0.0% | 0.39% | -1.5% |
Q1 2019 | $955,000 | +6.2% | 34,416 | -1.1% | 0.40% | -11.6% |
Q4 2018 | $899,000 | -13.0% | 34,791 | -2.9% | 0.45% | -1.3% |
Q3 2018 | $1,033,000 | -4.1% | 35,826 | -7.9% | 0.46% | -8.2% |
Q2 2018 | $1,077,000 | -3.9% | 38,884 | +8.2% | 0.50% | -7.1% |
Q1 2018 | $1,121,000 | +5.2% | 35,926 | +0.0% | 0.54% | 0.0% |
Q4 2017 | $1,066,000 | +5.6% | 35,913 | +2.0% | 0.54% | +0.4% |
Q3 2017 | $1,009,000 | +6.4% | 35,205 | -1.1% | 0.53% | +1.5% |
Q2 2017 | $948,000 | +29.2% | 35,579 | +28.1% | 0.52% | +23.8% |
Q1 2017 | $734,000 | +10.5% | 27,766 | 0.0% | 0.42% | +5.0% |
Q4 2016 | $664,000 | +2.3% | 27,766 | +1.7% | 0.40% | -4.3% |
Q3 2016 | $649,000 | +11.3% | 27,312 | 0.0% | 0.42% | +3.7% |
Q2 2016 | $583,000 | +2.8% | 27,312 | 0.0% | 0.41% | -4.2% |
Q1 2016 | $567,000 | +13.2% | 27,312 | 0.0% | 0.42% | +3.9% |
Q4 2015 | $501,000 | +80.9% | 27,312 | +88.5% | 0.41% | +81.8% |
Q3 2015 | $277,000 | – | 14,490 | – | 0.22% | – |
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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% |