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 | $110,047 | +6.0% | 3,722 | -0.5% | 0.05% | 0.0% |
Q1 2024 | $103,780 | +0.4% | 3,742 | -4.9% | 0.05% | -16.1% |
Q4 2023 | $103,329 | +0.1% | 3,936 | 0.0% | 0.06% | -30.3% |
Q3 2023 | $103,202 | -5.0% | 3,936 | -3.0% | 0.09% | -2.2% |
Q2 2023 | $108,579 | +11.2% | 4,056 | +8.2% | 0.09% | +2.2% |
Q1 2023 | $97,610 | – | 3,747 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ackerman Capital Advisors, LLC | 912,412 | $24,982,000 | 8.62% |
Elgethun Capital Management | 459,862 | $12,555,000 | 6.68% |
McAdam, LLC | 521,935 | $14,291,000 | 3.89% |
RHS Financial, LLC | 113,983 | $3,121,000 | 3.68% |
HHM Wealth Advisors, LLC | 200,973 | $5,503,000 | 3.13% |
Lee Financial Co | 428,512 | $11,733,000 | 2.64% |
FOSTER & MOTLEY INC | 624,619 | $17,102,000 | 2.33% |
Relaxing Retirement Coach | 273,299 | $7,483,000 | 2.31% |
Premia Global Advisors, LLC | 44,659 | $1,223,000 | 2.11% |
Charles Schwab Investment Advisory, Inc. | 43,740,859 | $1,197,624,000 | 1.84% |