SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,800,005 | -12.9% | 221,425 | -12.0% | 1.27% | -14.9% |
| Q1 2024 | $8,958,438 | -14.1% | 251,571 | -18.7% | 1.49% | -18.4% |
| Q4 2023 | $10,433,965 | -11.6% | 309,338 | -17.0% | 1.83% | -16.7% |
| Q3 2023 | $11,797,655 | -26.0% | 372,518 | -24.6% | 2.20% | -21.3% |
| Q2 2023 | $15,945,656 | -43.8% | 493,826 | -45.6% | 2.79% | -42.6% |
| Q1 2023 | $28,368,240 | -24.9% | 907,203 | -30.2% | 4.87% | -24.5% |
| Q4 2022 | $37,794,620 | +5.3% | 1,300,125 | -8.9% | 6.45% | -3.9% |
| Q3 2022 | $35,893,000 | -13.3% | 1,427,139 | -2.4% | 6.71% | -11.6% |
| Q2 2022 | $41,396,000 | +3.0% | 1,462,226 | +17.3% | 7.59% | +5.6% |
| Q1 2022 | $40,196,000 | +446522.2% | 1,246,766 | +368765.7% | 7.19% | +359550.0% |
| Q2 2019 | $9,000 | 0.0% | 338 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | – | 338 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |