Ellevest, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 224 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
Ellevest, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$60,017
+140.1%
2,422
+218.3%
0.01%
+150.0%
Q3 2021$25,000
+2400.0%
761
+3208.7%
0.00%
Q1 2021$1,000230.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2021
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 516,583$15,415,00012.18%
Elgethun Capital Management 477,001$14,236,0006.93%
Altus Wealth Management, LLC 232,658$6,943,0006.80%
Lee Financial Co 953,979$28,467,0006.15%
Ackerman Capital Advisors, LLC 629,329$18,779,0005.55%
Silicon Hills Wealth Management, LLC 301$6,114,0004.68%
McAdam, LLC 557,392$16,633,0004.02%
RHS Financial, LLC 115,655$3,451,0003.61%
HHM Wealth Advisors, LLC 217,723$6,446,0003.10%
BREITER CAPITAL MANAGEMENT INC 88,100$2,629,0002.85%
View complete list of SCHWAB STRATEGIC TR shareholders