SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,433 | -2.8% | 245 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $6,621 | -68.8% | 247 | -69.7% | 0.00% | -50.0% |
| Q1 2023 | $21,240 | +96.9% | 815 | +87.4% | 0.00% | +100.0% |
| Q4 2022 | $10,788 | +169.7% | 435 | +127.7% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | -100.0% | 191 | -73.2% | 0.00% | -75.0% |
| Q1 2021 | $21,966,000 | +439220.0% | 714 | +273.8% | 0.00% | +300.0% |
| Q4 2020 | $5,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +25.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -66.7% | 191 | -52.5% | 0.00% | -50.0% |
| Q4 2019 | $12,000 | +140.0% | 402 | +110.5% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 191 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | -54.5% | 190 | -54.8% | 0.00% | -66.7% |
| Q4 2018 | $11,000 | – | 420 | – | 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% |