SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $548,436 | +6.3% | 18,547 | -0.2% | 0.03% | +10.7% |
| Q1 2024 | $515,727 | +3.2% | 18,578 | +0.9% | 0.03% | -3.4% |
| Q4 2023 | $499,513 | +6.0% | 18,405 | +2.4% | 0.03% | -6.5% |
| Q3 2023 | $471,328 | -3.5% | 17,976 | -1.5% | 0.03% | -3.1% |
| Q2 2023 | $488,423 | +3.8% | 18,245 | +1.0% | 0.03% | 0.0% |
| Q1 2023 | $470,588 | +97532.4% | 18,065 | -7.1% | 0.03% | -5.9% |
| Q4 2022 | $482 | -99.9% | 19,436 | +7.6% | 0.03% | +3.0% |
| Q3 2022 | $424,000 | +63.7% | 18,070 | +80.7% | 0.03% | +65.0% |
| Q2 2022 | $259,000 | -54.9% | 9,998 | -49.6% | 0.02% | -48.7% |
| Q1 2022 | $574,000 | -4.2% | 19,832 | +2.5% | 0.04% | -9.3% |
| Q4 2021 | $599,000 | – | 19,343 | – | 0.04% | – |
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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% |