SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $940 | +3.1% | 35,841 | +5.2% | 0.01% | 0.0% |
Q2 2023 | $912 | +21.9% | 34,055 | +18.6% | 0.01% | 0.0% |
Q1 2023 | $748 | -0.3% | 28,722 | -5.1% | 0.01% | 0.0% |
Q4 2022 | $750 | -99.9% | 30,266 | +6.6% | 0.01% | 0.0% |
Q3 2022 | $665,000 | -14.3% | 28,380 | -5.2% | 0.01% | -16.7% |
Q2 2022 | $776,000 | -40.4% | 29,935 | -33.5% | 0.01% | -33.3% |
Q1 2022 | $1,303,000 | -13.8% | 45,019 | -7.7% | 0.01% | -18.2% |
Q4 2021 | $1,512,000 | +0.2% | 48,798 | +4.3% | 0.01% | -8.3% |
Q3 2021 | $1,509,000 | +14.8% | 46,806 | +14.8% | 0.01% | +9.1% |
Q2 2021 | $1,315,000 | +22.7% | 40,769 | +16.9% | 0.01% | +10.0% |
Q1 2021 | $1,072,000 | +39.9% | 34,870 | +28.6% | 0.01% | +25.0% |
Q4 2020 | $766,000 | +3.2% | 27,106 | -13.4% | 0.01% | -11.1% |
Q3 2020 | $742,000 | +0.1% | 31,283 | -1.2% | 0.01% | -10.0% |
Q2 2020 | $741,000 | +12.6% | 31,657 | -1.1% | 0.01% | -9.1% |
Q1 2020 | $658,000 | -17.3% | 32,000 | +20.0% | 0.01% | 0.0% |
Q4 2019 | $796,000 | +4.9% | 26,666 | -3.8% | 0.01% | -8.3% |
Q3 2019 | $759,000 | -14.0% | 27,729 | -9.7% | 0.01% | -7.7% |
Q2 2019 | $883,000 | +10.9% | 30,710 | +7.0% | 0.01% | +8.3% |
Q1 2019 | $796,000 | +38.2% | 28,709 | +28.8% | 0.01% | +20.0% |
Q4 2018 | $576,000 | +0.2% | 22,282 | +11.7% | 0.01% | 0.0% |
Q3 2018 | $575,000 | +25.3% | 19,940 | +20.1% | 0.01% | 0.0% |
Q2 2018 | $459,000 | -12.2% | 16,596 | -1.0% | 0.01% | -9.1% |
Q1 2018 | $523,000 | +29.1% | 16,772 | +22.7% | 0.01% | +37.5% |
Q4 2017 | $405,000 | +70.9% | 13,664 | +53.3% | 0.01% | +60.0% |
Q2 2017 | $237,000 | – | 8,913 | – | 0.01% | – |
Download |
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% |