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 | $2,631 | +1420.8% | 47 | +1466.7% | 0.00% | – |
| Q2 2023 | $173 | -96.4% | 3 | -96.6% | 0.00% | – |
| Q1 2023 | $4,778 | -37.5% | 87 | -39.2% | 0.00% | – |
| Q4 2022 | $7,642 | – | 143 | +14200.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 1 | -99.3% | 0.00% | – |
| Q1 2022 | $8,000 | – | 137 | +13600.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | -75.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 4 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $10,537,000 | -0.8% | 281,286 | -7.0% | 0.11% | -9.9% |
| Q3 2017 | $10,626,000 | +7.8% | 302,303 | +3.8% | 0.12% | -2.4% |
| Q2 2017 | $9,853,000 | +24.5% | 291,348 | +24.4% | 0.12% | +19.2% |
| Q1 2017 | $7,911,000 | +26.5% | 234,123 | +22.1% | 0.10% | +13.0% |
| Q4 2016 | $6,254,000 | +12.5% | 191,675 | +7.3% | 0.09% | +8.2% |
| Q3 2016 | $5,557,000 | – | 178,622 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
| Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
| Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
| Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
| McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
| Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
| Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
| Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
| Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
| Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |