SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 30 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,008 | -53.3% | 5,988 | -49.9% | 0.01% | 0.0% |
| Q2 2023 | $335,958 | +89.2% | 11,958 | +98.1% | 0.01% | -12.5% |
| Q1 2023 | $177,578 | +80252.0% | 6,036 | -17.6% | 0.01% | +33.3% |
| Q4 2022 | $221 | -99.9% | 7,327 | -5.9% | 0.01% | 0.0% |
| Q3 2022 | $236,000 | +103.4% | 7,786 | +110.5% | 0.01% | +50.0% |
| Q2 2022 | $116,000 | -32.9% | 3,699 | -32.7% | 0.00% | +100.0% |
| Q1 2022 | $173,000 | +239.2% | 5,496 | +249.8% | 0.00% | +100.0% |
| Q4 2021 | $51,000 | -72.9% | 1,571 | -72.8% | 0.00% | -75.0% |
| Q3 2021 | $188,000 | +571.4% | 5,780 | +573.7% | 0.00% | +300.0% |
| Q2 2021 | $28,000 | +40.0% | 858 | +29.4% | 0.00% | – |
| Q1 2021 | $20,000 | -4.8% | 663 | -11.7% | 0.00% | -100.0% |
| Q4 2020 | $21,000 | +16.7% | 751 | -0.7% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | -75.3% | 756 | -75.5% | 0.00% | -83.3% |
| Q2 2020 | $73,000 | +10.6% | 3,087 | -0.1% | 0.01% | -14.3% |
| Q1 2020 | $66,000 | -36.5% | 3,089 | -10.9% | 0.01% | -12.5% |
| Q4 2019 | $104,000 | -13.3% | 3,468 | -20.4% | 0.01% | 0.0% |
| Q3 2019 | $120,000 | +421.7% | 4,359 | +436.8% | 0.01% | +166.7% |
| Q1 2019 | $23,000 | -70.9% | 812 | -73.3% | 0.00% | -40.0% |
| Q4 2018 | $79,000 | -53.5% | 3,037 | -48.4% | 0.01% | -28.6% |
| Q3 2018 | $170,000 | +14.1% | 5,887 | +9.1% | 0.01% | +16.7% |
| Q2 2018 | $149,000 | +684.2% | 5,396 | +727.6% | 0.01% | +500.0% |
| Q1 2018 | $19,000 | 0.0% | 652 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | +137.5% | 652 | +135.4% | 0.00% | – |
| Q3 2017 | $8,000 | +166.7% | 277 | +147.3% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | -57.1% | 112 | -60.0% | 0.00% | – |
| Q4 2016 | $7,000 | 0.0% | 280 | 0.0% | 0.00% | – |
| Q3 2016 | $7,000 | +16.7% | 280 | 0.0% | 0.00% | – |
| Q2 2016 | $6,000 | -73.9% | 280 | -65.5% | 0.00% | -100.0% |
| Q1 2016 | $23,000 | – | 812 | – | 0.00% | – |
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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% |