SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,261,737 | +1250.5% | 86,260 | +2103.9% | 0.01% | +500.0% |
| Q2 2023 | $167,480 | -11.0% | 3,914 | -45.8% | 0.00% | 0.0% |
| Q1 2023 | $188,133 | +3896.0% | 7,222 | +3701.1% | 0.00% | – |
| Q4 2022 | $4,708 | -99.6% | 190 | -99.6% | 0.00% | -100.0% |
| Q3 2022 | $1,165,000 | -80.2% | 49,696 | -75.5% | 0.01% | -86.0% |
| Q1 2022 | $5,878,000 | +424.4% | 203,051 | +461.2% | 0.05% | +455.6% |
| Q4 2021 | $1,121,000 | – | 36,181 | – | 0.01% | – |
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% |