SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 182 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,977,041 | -2.1% | 113,541 | 0.0% | 1.28% | +5.9% |
| Q2 2023 | $3,039,489 | -12.5% | 113,541 | -14.8% | 1.20% | -17.5% |
| Q1 2023 | $3,472,643 | +5.1% | 133,307 | 0.0% | 1.46% | -2.5% |
| Q4 2022 | $3,303,343 | +8.7% | 133,307 | +2.9% | 1.50% | -1.6% |
| Q3 2022 | $3,038,000 | -26.0% | 129,591 | -18.2% | 1.52% | -21.9% |
| Q2 2022 | $4,107,000 | -5.1% | 158,387 | +6.0% | 1.95% | +5.0% |
| Q1 2022 | $4,327,000 | +82.2% | 149,466 | +95.0% | 1.86% | +50.3% |
| Q4 2021 | $2,375,000 | -3.8% | 76,650 | 0.0% | 1.24% | -11.4% |
| Q3 2021 | $2,470,000 | -3.6% | 76,650 | -3.5% | 1.39% | -0.8% |
| Q2 2021 | $2,563,000 | +11.5% | 79,458 | +6.3% | 1.40% | -3.3% |
| Q1 2021 | $2,299,000 | +8.5% | 74,750 | -0.3% | 1.45% | +2.2% |
| Q4 2020 | $2,119,000 | +13.1% | 74,966 | -5.0% | 1.42% | -3.7% |
| Q3 2020 | $1,873,000 | +0.1% | 78,948 | -1.2% | 1.48% | -8.7% |
| Q2 2020 | $1,871,000 | +2.6% | 79,942 | -9.8% | 1.62% | -11.1% |
| Q1 2020 | $1,823,000 | -39.6% | 88,667 | -12.3% | 1.82% | -31.8% |
| Q4 2019 | $3,018,000 | – | 101,133 | – | 2.67% | – |
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% |