SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 233 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,088,246 | +9.0% | 194,060 | +11.3% | 1.14% | +10.0% |
| Q2 2023 | $4,669,083 | +14.9% | 174,415 | +11.8% | 1.04% | +8.9% |
| Q1 2023 | $4,064,531 | +15.5% | 156,028 | +9.8% | 0.95% | +8.4% |
| Q4 2022 | $3,520,124 | +70.2% | 142,055 | +61.0% | 0.88% | +36.6% |
| Q3 2022 | $2,068,000 | +13.9% | 88,208 | +26.1% | 0.64% | +15.3% |
| Q2 2022 | $1,815,000 | +26.7% | 69,978 | +51.4% | 0.56% | +41.7% |
| Q4 2021 | $1,432,000 | +5.9% | 46,219 | +10.2% | 0.39% | -1.8% |
| Q3 2021 | $1,352,000 | – | 41,951 | – | 0.40% | – |
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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% |