SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $68,068 | -51.2% | 2,284 | -54.6% | 0.02% | -56.8% |
| Q1 2024 | $139,522 | -14.7% | 5,026 | -16.6% | 0.04% | +54.2% |
| Q4 2023 | $163,573 | +3.5% | 6,027 | 0.0% | 0.02% | -4.0% |
| Q3 2023 | $158,028 | +438.6% | 6,027 | +449.9% | 0.02% | +400.0% |
| Q2 2023 | $29,340 | +6.2% | 1,096 | +3.3% | 0.01% | -28.6% |
| Q1 2023 | $27,639 | +5.1% | 1,061 | 0.0% | 0.01% | -30.0% |
| Q4 2022 | $26,292 | +5.2% | 1,061 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $25,000 | -34.2% | 1,061 | -28.3% | 0.01% | -38.9% |
| Q2 2022 | $38,000 | +3700.0% | 1,480 | +5381.5% | 0.02% | +1700.0% |
| Q4 2019 | $1,000 | – | 27 | – | 0.00% | – |
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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% |