SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,745,835 | -2.7% | 524,250 | -0.6% | 3.25% | -4.3% |
| Q2 2023 | $14,121,389 | +8.8% | 527,508 | +5.8% | 3.40% | +0.7% |
| Q1 2023 | $12,983,164 | +5.8% | 498,394 | +0.6% | 3.37% | -2.4% |
| Q4 2022 | $12,274,451 | +0.2% | 495,337 | -5.3% | 3.45% | -17.2% |
| Q3 2022 | $12,256,000 | -6.5% | 522,864 | +3.4% | 4.17% | -5.9% |
| Q2 2022 | $13,114,000 | -2.0% | 505,740 | +9.4% | 4.43% | -0.4% |
| Q1 2022 | $13,379,000 | -3.2% | 462,145 | +3.7% | 4.45% | +0.1% |
| Q4 2021 | $13,817,000 | +2.7% | 445,862 | +6.8% | 4.45% | -5.6% |
| Q3 2021 | $13,453,000 | +5.2% | 417,397 | +5.3% | 4.71% | +5.6% |
| Q2 2021 | $12,789,000 | +7.6% | 396,543 | +2.6% | 4.46% | +5.4% |
| Q1 2021 | $11,881,000 | +10.2% | 386,361 | +1.3% | 4.24% | +2.4% |
| Q4 2020 | $10,778,000 | +19.3% | 381,398 | +0.2% | 4.14% | +0.8% |
| Q3 2020 | $9,031,000 | +0.4% | 380,716 | -0.9% | 4.10% | -1.5% |
| Q2 2020 | $8,991,000 | +46.5% | 384,047 | +28.7% | 4.17% | +26.7% |
| Q1 2020 | $6,136,000 | +93.7% | 298,443 | +181.2% | 3.29% | +130.9% |
| Q4 2019 | $3,167,000 | +619.8% | 106,124 | +560.8% | 1.42% | +556.2% |
| Q3 2019 | $440,000 | – | 16,060 | – | 0.22% | – |
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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% |