SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 264 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $286,687 | -3.0% | 10,327 | -5.2% | 0.00% | 0.0% |
| Q4 2023 | $295,591 | -2.7% | 10,891 | -6.0% | 0.00% | 0.0% |
| Q3 2023 | $303,777 | -4.2% | 11,585 | -2.2% | 0.00% | 0.0% |
| Q2 2023 | $317,173 | +266431.9% | 11,847 | +143.9% | 0.00% | 0.0% |
| Q4 2022 | $119 | -99.8% | 4,857 | +45.5% | 0.00% | – |
| Q3 2022 | $77,000 | -2.5% | 3,337 | +8.9% | 0.00% | – |
| Q2 2022 | $79,000 | -75.4% | 3,065 | -72.5% | 0.00% | -100.0% |
| Q1 2022 | $321,000 | +96.9% | 11,136 | +110.2% | 0.00% | +100.0% |
| Q4 2021 | $163,000 | +49.5% | 5,297 | +54.7% | 0.00% | 0.0% |
| Q3 2021 | $109,000 | -5.2% | 3,423 | -4.4% | 0.00% | 0.0% |
| Q2 2021 | $115,000 | +38.6% | 3,582 | +31.1% | 0.00% | 0.0% |
| Q1 2021 | $83,000 | +361.1% | 2,733 | +307.9% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 670 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | -6.2% | 670 | 0.0% | 0.00% | – |
| Q2 2020 | $16,000 | -27.3% | 670 | -36.5% | 0.00% | – |
| Q1 2020 | $22,000 | +10.0% | 1,055 | +57.5% | 0.00% | – |
| Q4 2019 | $20,000 | +11.1% | 670 | 0.0% | 0.00% | – |
| Q3 2019 | $18,000 | -5.3% | 670 | 0.0% | 0.00% | – |
| Q2 2019 | $19,000 | – | 670 | – | 0.00% | – |
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% |