SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,587,540 | +7.5% | 251,241 | +9.8% | 4.61% | +2.4% |
| Q2 2023 | $6,127,358 | +6.1% | 228,889 | +3.2% | 4.50% | +2.5% |
| Q1 2023 | $5,775,516 | +10.3% | 221,709 | +4.9% | 4.39% | +5.4% |
| Q4 2022 | $5,237,000 | +31.0% | 211,353 | +23.9% | 4.16% | +17.1% |
| Q3 2022 | $3,999,000 | +11.8% | 170,623 | +23.7% | 3.56% | +21.0% |
| Q2 2022 | $3,576,000 | -29.0% | 137,927 | -20.7% | 2.94% | -20.7% |
| Q1 2022 | $5,036,000 | -17.0% | 173,956 | -11.1% | 3.71% | -11.9% |
| Q4 2021 | $6,067,000 | +15.4% | 195,762 | +20.0% | 4.21% | +9.8% |
| Q3 2021 | $5,257,000 | +23.9% | 163,099 | +23.9% | 3.83% | +20.8% |
| Q2 2021 | $4,244,000 | +40.5% | 131,612 | +34.0% | 3.17% | +25.9% |
| Q1 2021 | $3,020,000 | -13.9% | 98,195 | -20.9% | 2.52% | -16.3% |
| Q4 2020 | $3,509,000 | +14.0% | 124,162 | -4.4% | 3.01% | -2.8% |
| Q3 2020 | $3,079,000 | +10.5% | 129,817 | +9.1% | 3.10% | -4.9% |
| Q2 2020 | $2,787,000 | +17.1% | 119,033 | +2.8% | 3.26% | +2.2% |
| Q1 2020 | $2,380,000 | -31.0% | 115,769 | +0.1% | 3.19% | -11.6% |
| Q4 2019 | $3,451,000 | +10.6% | 115,655 | +1.5% | 3.61% | -1.9% |
| Q3 2019 | $3,121,000 | -3.2% | 113,983 | +1.6% | 3.68% | -9.0% |
| Q2 2019 | $3,224,000 | -4.0% | 112,184 | -7.4% | 4.04% | -6.9% |
| Q1 2019 | $3,359,000 | +33.6% | 121,143 | +24.5% | 4.34% | +19.6% |
| Q4 2018 | $2,514,000 | – | 97,329 | – | 3.63% | – |
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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% |