SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 9 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,003,509 | +1.7% | 76,411 | +3.8% | 0.10% | +6.3% |
| Q2 2023 | $1,969,822 | +7.0% | 73,583 | +4.1% | 0.10% | -15.9% |
| Q1 2023 | $1,841,691 | +10.7% | 70,698 | +5.3% | 0.11% | -4.2% |
| Q4 2022 | $1,664,381 | +48.5% | 67,166 | +40.4% | 0.12% | +28.3% |
| Q3 2022 | $1,121,000 | -15.4% | 47,837 | -6.4% | 0.09% | -16.4% |
| Q2 2022 | $1,325,000 | +18.5% | 51,084 | +32.3% | 0.11% | +39.2% |
| Q1 2022 | $1,118,000 | -1.4% | 38,606 | +5.5% | 0.08% | -7.1% |
| Q4 2021 | $1,134,000 | +66.5% | 36,605 | +73.1% | 0.08% | -8.6% |
| Q3 2021 | $681,000 | -7.0% | 21,143 | -6.8% | 0.09% | -29.0% |
| Q2 2021 | $732,000 | -31.8% | 22,685 | -35.0% | 0.13% | -36.7% |
| Q1 2021 | $1,073,000 | +12.7% | 34,906 | +3.6% | 0.21% | -19.8% |
| Q4 2020 | $952,000 | – | 33,695 | – | 0.26% | – |
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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% |