SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 305 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,538 | +0.7% | 52 | -5.5% | 0.00% | – |
| Q1 2024 | $1,527 | +2.3% | 55 | 0.0% | 0.00% | – |
| Q4 2023 | $1,493 | +3.5% | 55 | 0.0% | 0.00% | – |
| Q3 2023 | $1,443 | -71.5% | 55 | -70.9% | 0.00% | -100.0% |
| Q2 2023 | $5,060 | +2.8% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,924 | +5.1% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,683 | -57.4% | 189 | -58.9% | 0.00% | -50.0% |
| Q3 2022 | $11,000 | -8.3% | 460 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $12,000 | -62.5% | 460 | -58.5% | 0.00% | -75.0% |
| Q1 2022 | $32,000 | -95.2% | 1,109 | -94.8% | 0.01% | -95.1% |
| Q4 2021 | $664,000 | – | 21,419 | – | 0.24% | – |
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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% |