SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,563,718 | +12.6% | 100,247 | +20.3% | 1.19% | +21.3% |
| Q2 2023 | $4,943,236 | +10.6% | 83,346 | +2.9% | 0.98% | +5.2% |
| Q1 2023 | $4,469,450 | +33.3% | 80,983 | +29.1% | 0.93% | +23.1% |
| Q4 2022 | $3,351,905 | +276.6% | 62,723 | +260.4% | 0.76% | +254.7% |
| Q3 2022 | $890,000 | +47.4% | 17,404 | +58.6% | 0.21% | +62.1% |
| Q2 2022 | $604,000 | +69.2% | 10,975 | +69.6% | 0.13% | +67.1% |
| Q1 2022 | $357,000 | – | 6,471 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 893,757 | $40,478,000 | 15.53% |
| Glassman Wealth Services | 2,546,730 | $115,342,000 | 13.31% |
| Planned Solutions, Inc. | 341,452 | $15,464,000 | 12.38% |
| Arlington Financial Advisors, LLC | 589,028 | $26,677,000 | 11.25% |
| McAdam, LLC | 1,408,027 | $65,896,000 | 10.09% |
| Charles Schwab Investment Advisory, Inc. | 81,093,260 | $3,672,714,000 | 7.61% |
| Prairiewood Capital, LLC | 153,437 | $6,949,000 | 7.10% |
| Resonant Capital Advisors, LLC | 528,104 | $23,918,000 | 5.66% |
| Opes Wealth Management LLC | 251,364 | $11,384,000 | 5.48% |
| Your Advocates Ltd., LLP | 143,072 | $6,480,000 | 4.77% |