SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 218 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,922 | +97.4% | 239 | +91.2% | 0.00% | – |
| Q2 2022 | $3,000 | -80.0% | 125 | -76.0% | 0.00% | -100.0% |
| Q1 2022 | $15,000 | -6.2% | 521 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | -5.9% | 521 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | +325.0% | 521 | +316.8% | 0.00% | – |
| Q2 2021 | $4,000 | +100.0% | 125 | +54.3% | 0.00% | – |
| Q4 2019 | $2,000 | – | 81 | +912.5% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 8 | -99.1% | 0.00% | -100.0% |
| Q3 2018 | $26,000 | +4.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $25,000 | -95.7% | 900 | -96.3% | 0.00% | -96.7% |
| Q4 2016 | $588,000 | – | 24,598 | – | 0.09% | – |
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% |