SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 160 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $266,000 | -0.7% | 8,263 | -0.5% | 0.04% | -4.4% |
| Q2 2021 | $268,000 | +1.9% | 8,306 | -3.1% | 0.04% | -8.2% |
| Q1 2021 | $263,000 | +3.1% | 8,575 | -4.8% | 0.05% | -15.5% |
| Q4 2020 | $255,000 | +20.9% | 9,012 | +1.5% | 0.06% | +1.8% |
| Q3 2020 | $211,000 | +3.4% | 8,883 | +2.1% | 0.06% | -16.2% |
| Q2 2020 | $204,000 | -12.4% | 8,698 | +11.5% | 0.07% | -32.7% |
| Q4 2019 | $233,000 | +14.2% | 7,803 | +4.1% | 0.10% | -10.6% |
| Q3 2019 | $204,000 | -4.2% | 7,497 | +2.0% | 0.11% | -27.6% |
| Q2 2019 | $213,000 | – | 7,353 | – | 0.16% | – |
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% |