SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 276 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,697,113 | -10.8% | 64,726 | -8.9% | 1.14% | -4.9% |
| Q2 2023 | $1,902,300 | +3.2% | 71,061 | +0.5% | 1.20% | -3.6% |
| Q1 2023 | $1,842,443 | +5.1% | 70,727 | -0.1% | 1.24% | +1.9% |
| Q4 2022 | $1,753,663 | -9.4% | 70,769 | -5.2% | 1.22% | -24.0% |
| Q2 2022 | $1,936,000 | -10.3% | 74,655 | +0.2% | 1.60% | -2.0% |
| Q1 2022 | $2,158,000 | -6.6% | 74,538 | -0.0% | 1.63% | +2.1% |
| Q4 2021 | $2,311,000 | +33.1% | 74,562 | +0.7% | 1.60% | +17.9% |
| Q3 2021 | $1,736,000 | – | 74,046 | – | 1.36% | – |
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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% |