SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 242 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $303,010 | -4.3% | 11,319 | -6.9% | 0.16% | -10.7% |
| Q1 2023 | $316,716 | +1.0% | 12,158 | -3.9% | 0.18% | -6.8% |
| Q4 2022 | $313,541 | -45.0% | 12,653 | -48.0% | 0.19% | -48.9% |
| Q3 2022 | $570,000 | -39.1% | 24,324 | -24.8% | 0.37% | -27.2% |
| Q1 2022 | $936,000 | -9.8% | 32,327 | -3.5% | 0.51% | -7.3% |
| Q4 2021 | $1,038,000 | -20.9% | 33,483 | -17.8% | 0.55% | -27.7% |
| Q3 2021 | $1,313,000 | +0.4% | 40,753 | +0.5% | 0.76% | -1.0% |
| Q2 2021 | $1,308,000 | +20.7% | 40,549 | +15.0% | 0.77% | +3.8% |
| Q1 2021 | $1,084,000 | +4.4% | 35,256 | -2.2% | 0.74% | -2.2% |
| Q4 2020 | $1,038,000 | – | 36,042 | – | 0.76% | – |
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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% |