SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $390,915 | +6.5% | 13,220 | 0.0% | 0.21% | +5.5% |
| Q1 2024 | $366,987 | +2.3% | 13,220 | 0.0% | 0.20% | -2.5% |
| Q4 2023 | $358,791 | +3.5% | 13,220 | 0.0% | 0.20% | -8.5% |
| Q3 2023 | $346,628 | -2.1% | 13,220 | 0.0% | 0.22% | +1.4% |
| Q2 2023 | $353,899 | +2.8% | 13,220 | 0.0% | 0.22% | 0.0% |
| Q1 2023 | $344,381 | +5.1% | 13,220 | 0.0% | 0.22% | -5.6% |
| Q4 2022 | $327,592 | +5.7% | 13,220 | 0.0% | 0.23% | -9.0% |
| Q3 2022 | $310,000 | -9.6% | 13,220 | 0.0% | 0.26% | -14.7% |
| Q2 2022 | $343,000 | -10.4% | 13,220 | 0.0% | 0.30% | -2.0% |
| Q1 2022 | $383,000 | -6.6% | 13,220 | 0.0% | 0.31% | -0.3% |
| Q4 2021 | $410,000 | -3.8% | 13,220 | 0.0% | 0.31% | -13.3% |
| Q3 2021 | $426,000 | 0.0% | 13,220 | 0.0% | 0.35% | +0.9% |
| Q2 2021 | $426,000 | +4.7% | 13,220 | 0.0% | 0.35% | -6.6% |
| Q1 2021 | $407,000 | +8.8% | 13,220 | 0.0% | 0.38% | -11.9% |
| Q4 2020 | $374,000 | – | 13,220 | – | 0.43% | – |
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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% |