SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,277 | +6.5% | 77 | 0.0% | 0.00% | – |
| Q1 2024 | $2,138 | +2.3% | 77 | 0.0% | 0.00% | – |
| Q4 2023 | $2,090 | +3.5% | 77 | 0.0% | 0.00% | – |
| Q3 2023 | $2,019 | -2.0% | 77 | 0.0% | 0.00% | – |
| Q2 2023 | $2,061 | +2.7% | 77 | 0.0% | 0.00% | – |
| Q1 2023 | $2,006 | +5.1% | 77 | 0.0% | 0.00% | – |
| Q4 2022 | $1,908 | +5.7% | 77 | 0.0% | 0.00% | – |
| Q3 2022 | $1,805 | -9.6% | 77 | 0.0% | 0.00% | – |
| Q2 2022 | $1,997 | -10.4% | 77 | 0.0% | 0.00% | – |
| Q1 2022 | $2,229 | – | 77 | – | 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% |