Kelman-Lazarov, Inc. - SCHWAB STRATEGIC TR ownership

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
Kelman-Lazarov, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$440,00016,0600.22%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
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