SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,822,162 | -6.7% | 2,586,657 | -4.7% | 7.98% | -1.1% |
| Q2 2023 | $72,659,887 | -0.2% | 2,714,228 | -2.9% | 8.06% | -0.3% |
| Q1 2023 | $72,822,400 | +29.1% | 2,795,486 | +22.8% | 8.09% | +10.2% |
| Q4 2022 | $56,399,750 | +278.2% | 2,276,021 | +257.7% | 7.34% | +165.8% |
| Q3 2022 | $14,914,000 | -5.5% | 636,257 | +4.5% | 2.76% | -32.1% |
| Q2 2022 | $15,785,000 | +0.7% | 608,761 | +12.5% | 4.07% | +7.7% |
| Q1 2022 | $15,668,000 | -3.4% | 541,173 | +3.4% | 3.78% | -3.6% |
| Q4 2021 | $16,225,000 | +157.5% | 523,357 | +167.7% | 3.92% | +149.3% |
| Q3 2021 | $6,301,000 | +6.3% | 195,524 | +6.3% | 1.57% | +42.3% |
| Q2 2021 | $5,930,000 | +53.0% | 183,889 | +45.9% | 1.10% | +48.3% |
| Q1 2021 | $3,876,000 | +3.1% | 126,046 | -5.2% | 0.74% | -12.1% |
| Q4 2020 | $3,758,000 | +1070.7% | 132,964 | +882.6% | 0.85% | +811.8% |
| Q3 2020 | $321,000 | +1.3% | 13,532 | 0.0% | 0.09% | -12.3% |
| Q2 2020 | $317,000 | – | 13,532 | – | 0.11% | – |
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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% |