SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 255 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,287,595 | +1162.2% | 125,385 | +1188.6% | 0.21% | +1320.0% |
Q2 2023 | $260,472 | -2.3% | 9,730 | -4.9% | 0.02% | -6.2% |
Q1 2023 | $266,492 | +0.9% | 10,230 | -4.0% | 0.02% | -11.1% |
Q4 2022 | $264,031 | -27.7% | 10,655 | -31.5% | 0.02% | -40.0% |
Q3 2022 | $365,000 | -9.4% | 15,555 | 0.0% | 0.03% | -14.3% |
Q2 2022 | $403,000 | -57.6% | 15,555 | -52.6% | 0.04% | -46.2% |
Q1 2022 | $950,000 | -41.4% | 32,830 | -37.3% | 0.06% | -43.5% |
Q4 2021 | $1,621,000 | -7.9% | 52,321 | -4.2% | 0.12% | -17.9% |
Q3 2021 | $1,760,000 | +0.6% | 54,613 | +0.6% | 0.14% | 0.0% |
Q2 2021 | $1,750,000 | +5.1% | 54,276 | +0.2% | 0.14% | +0.7% |
Q1 2021 | $1,665,000 | +11.1% | 54,155 | +2.1% | 0.14% | +10.3% |
Q4 2020 | $1,499,000 | -55.5% | 53,055 | -62.7% | 0.13% | -62.6% |
Q3 2020 | $3,371,000 | -4.7% | 142,118 | -6.0% | 0.34% | -8.9% |
Q2 2020 | $3,538,000 | +26.9% | 151,145 | +11.5% | 0.37% | +11.4% |
Q1 2020 | $2,787,000 | -52.2% | 135,571 | -30.7% | 0.33% | -41.5% |
Q4 2019 | $5,835,000 | +24.9% | 195,555 | +14.6% | 0.57% | +20.1% |
Q3 2019 | $4,673,000 | -4.3% | 170,669 | +0.5% | 0.47% | +0.9% |
Q2 2019 | $4,882,000 | +23.3% | 169,882 | +19.0% | 0.47% | +20.3% |
Q1 2019 | $3,958,000 | +100.8% | 142,732 | +87.0% | 0.39% | +82.2% |
Q4 2018 | $1,971,000 | – | 76,315 | – | 0.21% | – |
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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% |