SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 119 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,440 | +16.0% | 390 | -5.1% | 0.00% | -50.0% |
| Q2 2020 | $9,000 | +12.5% | 411 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -38.5% | 411 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $13,000 | +8.3% | 411 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | +9.1% | 411 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 411 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | 0.0% | 411 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -8.3% | 411 | 0.0% | 0.00% | -40.0% |
| Q3 2018 | $12,000 | +9.1% | 411 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | -8.3% | 411 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $12,000 | 0.0% | 411 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $12,000 | – | 411 | – | 0.01% | – |
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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% |