SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,424 | +3.8% | 203 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $5,226 | +5.1% | 201 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $4,971 | -54.8% | 201 | -56.8% | 0.01% | -54.5% |
| Q3 2022 | $11,000 | -8.3% | 465 | -4.9% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -52.0% | 489 | -44.2% | 0.01% | -47.6% |
| Q1 2022 | $25,000 | -3.8% | 876 | +5.7% | 0.02% | 0.0% |
| Q4 2021 | $26,000 | – | 829 | – | 0.02% | – |
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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% |