SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 310 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,954 | +7.4% | 636 | 0.0% | 0.00% | – |
| Q1 2024 | $17,655 | +2.4% | 636 | 0.0% | 0.00% | – |
| Q4 2023 | $17,248 | -57.4% | 636 | -58.8% | 0.00% | -100.0% |
| Q3 2023 | $40,510 | -2.1% | 1,545 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $41,360 | +2.8% | 1,545 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $40,247 | +5.1% | 1,545 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $38,285 | +416.9% | 1,545 | +388.9% | 0.00% | – |
| Q3 2022 | $7,407 | +128.5% | 316 | +152.8% | 0.00% | – |
| Q2 2022 | $3,241 | -10.4% | 125 | 0.0% | 0.00% | – |
| Q1 2022 | $3,619 | -10.2% | 125 | 0.0% | 0.00% | – |
| Q3 2021 | $4,029 | -0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2021 | $4,031 | +4.9% | 125 | 0.0% | 0.00% | – |
| Q1 2021 | $3,844 | +8.8% | 125 | 0.0% | 0.00% | – |
| Q4 2020 | $3,533 | -66.3% | 125 | -67.0% | 0.00% | – |
| Q2 2018 | $10,491 | – | 379 | – | 0.00% | – |
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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% |