SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 160 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $215,000 | -14.3% | 7,487 | -17.5% | 0.16% | -24.9% |
| Q1 2019 | $251,000 | +3.3% | 9,079 | -3.5% | 0.21% | -3.2% |
| Q4 2018 | $243,000 | -21.9% | 9,409 | -12.9% | 0.22% | -10.4% |
| Q3 2018 | $311,000 | -52.3% | 10,801 | -54.2% | 0.24% | -57.9% |
| Q2 2018 | $652,000 | -10.7% | 23,580 | +0.6% | 0.57% | -14.1% |
| Q1 2018 | $730,000 | +6.7% | 23,434 | +1.9% | 0.67% | +8.1% |
| Q4 2017 | $684,000 | – | 23,001 | – | 0.62% | – |
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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% |