SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $76,134 | +1.3% | 2,844 | -1.4% | 0.16% | +7.9% |
| Q1 2023 | $75,154 | +5.1% | 2,885 | 0.0% | 0.15% | -6.2% |
| Q4 2022 | $71,490 | -72.8% | 2,885 | -67.3% | 0.16% | +25.8% |
| Q4 2018 | $263,000 | +7.3% | 8,835 | 0.0% | 0.13% | +15.3% |
| Q2 2018 | $245,000 | -87.7% | 8,835 | -86.4% | 0.11% | -81.2% |
| Q1 2018 | $1,994,000 | +582.9% | 64,756 | +573.3% | 0.59% | +329.9% |
| Q4 2017 | $292,000 | – | 9,618 | – | 0.14% | – |
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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% |