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 | $1,217,907 | -2.8% | 21,760 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,252,723 | +4.3% | 21,760 | -0.5% | 0.02% | 0.0% |
| Q1 2023 | $1,201,485 | +97661.2% | 21,877 | -4.9% | 0.02% | -5.3% |
| Q4 2022 | $1,229 | -99.9% | 23,007 | -10.9% | 0.02% | -9.5% |
| Q3 2022 | $1,234,000 | -6.2% | 25,834 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,315,000 | -13.0% | 25,834 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $1,511,000 | -0.2% | 25,834 | 0.0% | 0.02% | +10.0% |
| Q4 2021 | $1,514,000 | +6.7% | 25,834 | -1.8% | 0.02% | 0.0% |
| Q3 2021 | $1,419,000 | -1.4% | 26,302 | 0.0% | 0.02% | +5.3% |
| Q2 2021 | $1,439,000 | +5.9% | 26,302 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,359,000 | -85.9% | 26,302 | -87.6% | 0.02% | -86.6% |
| Q4 2020 | $9,633,000 | +14.0% | 212,690 | -2.5% | 0.14% | +0.7% |
| Q3 2020 | $8,451,000 | +246.5% | 218,207 | +229.6% | 0.14% | +227.9% |
| Q2 2020 | $2,439,000 | +15.8% | 66,196 | -1.6% | 0.04% | 0.0% |
| Q1 2020 | $2,107,000 | -96.4% | 67,246 | -95.1% | 0.04% | -95.2% |
| Q4 2019 | $58,089,000 | – | 1,361,040 | – | 0.89% | – |
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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% |