SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,422 | -80.1% | 252 | -79.1% | 0.00% | -100.0% |
| Q2 2023 | $32,264 | +5.3% | 1,205 | +2.3% | 0.00% | 0.0% |
| Q1 2023 | $30,641 | -14.0% | 1,178 | -18.1% | 0.00% | 0.0% |
| Q4 2022 | $35,623 | +7.9% | 1,438 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $33,000 | -10.8% | 1,440 | +1.3% | 0.00% | -33.3% |
| Q2 2022 | $37,000 | -2.6% | 1,422 | +2.6% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -41.5% | 1,386 | -31.7% | 0.00% | -50.0% |
| Q3 2021 | $65,000 | 0.0% | 2,030 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $65,000 | +20.4% | 2,030 | +14.8% | 0.01% | +16.7% |
| Q1 2021 | $54,000 | +3.8% | 1,769 | -4.0% | 0.01% | -14.3% |
| Q4 2020 | $52,000 | +18.2% | 1,842 | +0.1% | 0.01% | +16.7% |
| Q3 2020 | $44,000 | +7.3% | 1,840 | +5.7% | 0.01% | -14.3% |
| Q2 2020 | $41,000 | 0.0% | 1,741 | -13.5% | 0.01% | -12.5% |
| Q1 2020 | $41,000 | -4.7% | 2,013 | +38.8% | 0.01% | +14.3% |
| Q4 2019 | $43,000 | -32.8% | 1,450 | -38.4% | 0.01% | -36.4% |
| Q3 2019 | $64,000 | +30.6% | 2,353 | +39.2% | 0.01% | +22.2% |
| Q2 2019 | $49,000 | +11.4% | 1,690 | +6.3% | 0.01% | -18.2% |
| Q1 2019 | $44,000 | +25.7% | 1,590 | +17.9% | 0.01% | +22.2% |
| Q4 2018 | $35,000 | -5.4% | 1,349 | +4.1% | 0.01% | +12.5% |
| Q3 2018 | $37,000 | +8.8% | 1,296 | +6.8% | 0.01% | -11.1% |
| Q2 2018 | $34,000 | 0.0% | 1,213 | +12.3% | 0.01% | 0.0% |
| Q1 2018 | $34,000 | +3300.0% | 1,080 | +2411.6% | 0.01% | – |
| Q4 2017 | $1,000 | – | 43 | – | 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% |