SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,722,417 | -2.8% | 447,079 | -0.8% | 0.96% | -3.5% |
| Q2 2023 | $12,064,576 | +1.1% | 450,675 | -1.6% | 1.00% | -7.3% |
| Q1 2023 | $11,932,777 | +63606.0% | 458,072 | -24.2% | 1.07% | -41.9% |
| Q4 2022 | $18,731 | -99.8% | 604,418 | +14.8% | 1.85% | +38.0% |
| Q3 2022 | $12,344,000 | -14.1% | 526,603 | -4.9% | 1.34% | -11.9% |
| Q2 2022 | $14,362,000 | -16.7% | 553,865 | -7.0% | 1.52% | -6.9% |
| Q1 2022 | $17,248,000 | -7.9% | 595,790 | -1.4% | 1.63% | -11.7% |
| Q4 2021 | $18,731,000 | -5.4% | 604,418 | -1.6% | 1.85% | -16.0% |
| Q3 2021 | $19,805,000 | -0.1% | 614,483 | -2.2% | 2.20% | -2.2% |
| Q2 2021 | $19,833,000 | +0.9% | 628,229 | -1.7% | 2.25% | -18.8% |
| Q1 2021 | $19,661,000 | -0.2% | 639,375 | -4.8% | 2.77% | -8.1% |
| Q4 2020 | $19,697,000 | +18.3% | 671,557 | -4.3% | 3.02% | -4.7% |
| Q3 2020 | $16,653,000 | +6.1% | 702,075 | +4.7% | 3.16% | -5.1% |
| Q2 2020 | $15,691,000 | +23.7% | 670,288 | +8.7% | 3.33% | -2.2% |
| Q1 2020 | $12,682,000 | -23.8% | 616,839 | +10.7% | 3.41% | -15.1% |
| Q4 2019 | $16,633,000 | +16.4% | 557,392 | +6.8% | 4.02% | +3.2% |
| Q3 2019 | $14,291,000 | +8.2% | 521,935 | +13.6% | 3.89% | -1.4% |
| Q2 2019 | $13,208,000 | +12.2% | 459,574 | +8.3% | 3.95% | +1.1% |
| Q1 2019 | $11,767,000 | +18.4% | 424,332 | +10.3% | 3.90% | -0.5% |
| Q4 2018 | $9,935,000 | +4056.9% | 384,612 | +4518.3% | 3.92% | +4359.1% |
| Q3 2018 | $239,000 | +3314.3% | 8,328 | +3078.6% | 0.09% | +2833.3% |
| Q2 2018 | $7,000 | -12.5% | 262 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $8,000 | – | 262 | – | 0.00% | – |
Download | ||||||
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% |