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 | $1,027,876 | -2.2% | 39,202 | -0.1% | 0.28% | +10.8% |
| Q2 2023 | $1,050,910 | +1.5% | 39,257 | -1.2% | 0.25% | +1.2% |
| Q1 2023 | $1,035,149 | +5.1% | 39,737 | 0.0% | 0.25% | +1.2% |
| Q4 2022 | $984,683 | -12.2% | 39,737 | -17.0% | 0.24% | -20.8% |
| Q3 2022 | $1,122,000 | -9.5% | 47,880 | +0.1% | 0.31% | -5.2% |
| Q2 2022 | $1,240,000 | -10.0% | 47,837 | +0.5% | 0.32% | +11.0% |
| Q1 2022 | $1,378,000 | -14.3% | 47,616 | -8.2% | 0.29% | -18.9% |
| Q4 2021 | $1,608,000 | +8.4% | 51,879 | +12.7% | 0.36% | +8.1% |
| Q3 2021 | $1,484,000 | -41.0% | 46,033 | -50.8% | 0.33% | -8.0% |
| Q2 2021 | $2,516,000 | +83.6% | 93,495 | +109.9% | 0.36% | +6.5% |
| Q1 2021 | $1,370,000 | -1.5% | 44,546 | -9.5% | 0.34% | -10.3% |
| Q4 2020 | $1,391,000 | -18.6% | 49,233 | +0.5% | 0.38% | -28.9% |
| Q3 2020 | $1,709,000 | +49.1% | 49,001 | +0.1% | 0.53% | +35.3% |
| Q2 2020 | $1,146,000 | +71.8% | 48,949 | +110.3% | 0.39% | -9.2% |
| Q1 2020 | $667,000 | +1526.8% | 23,279 | +1485.8% | 0.43% | +2452.9% |
| Q1 2019 | $41,000 | -37.9% | 1,468 | -42.7% | 0.02% | -43.3% |
| Q4 2018 | $66,000 | – | 2,563 | – | 0.03% | – |
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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% |