SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 267 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $964 | +2.8% | 36 | 0.0% | 0.00% | – |
Q1 2023 | $938 | +5.2% | 36 | 0.0% | 0.00% | – |
Q4 2022 | $892 | -10.8% | 36 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | -50.0% | 36 | -50.0% | 0.00% | – |
Q1 2022 | $2,000 | +100.0% | 72 | +100.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | -100.0% |
Q2 2021 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $1,000 | – | 36 | – | 0.00% | – |
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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% |