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 | $3,317,080 | +0.9% | 59,265 | +3.8% | 0.23% | +8.8% |
| Q2 2023 | $3,287,553 | +15.0% | 57,105 | +9.7% | 0.22% | +36.9% |
| Q1 2023 | $2,859,215 | +11.3% | 52,061 | +8.3% | 0.16% | -6.0% |
| Q4 2022 | $2,568,930 | +12.4% | 48,071 | +0.5% | 0.17% | +1.2% |
| Q3 2022 | $2,285,000 | -13.5% | 47,852 | -7.8% | 0.16% | -11.8% |
| Q2 2022 | $2,643,000 | -14.3% | 51,919 | -1.5% | 0.19% | -1.1% |
| Q1 2022 | $3,084,000 | -4.5% | 52,726 | -4.4% | 0.19% | -6.0% |
| Q4 2021 | $3,231,000 | – | 55,125 | – | 0.20% | – |
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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% |