SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 367 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,714 | +4.9% | 6,685 | +6.9% | 0.01% | +20.0% |
| Q2 2023 | $201,845 | +4.5% | 6,251 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $193,186 | +0.6% | 6,178 | -6.5% | 0.01% | -16.7% |
| Q4 2022 | $192,124 | +24.0% | 6,609 | +7.0% | 0.01% | +20.0% |
| Q3 2022 | $155,000 | -11.4% | 6,178 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $175,000 | -12.9% | 6,178 | -1.1% | 0.01% | 0.0% |
| Q1 2022 | $201,000 | 0.0% | 6,245 | +1.1% | 0.01% | 0.0% |
| Q4 2021 | $201,000 | -1.0% | 6,178 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $203,000 | -1.5% | 6,178 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $206,000 | +4.0% | 6,178 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $198,000 | +30.3% | 6,178 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $152,000 | 0.0% | 6,178 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $152,000 | +2940.0% | 6,178 | +3534.1% | 0.01% | – |
| Q2 2018 | $5,000 | +66.7% | 170 | +54.5% | 0.00% | – |
| Q2 2017 | $3,000 | – | 110 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SVA Wealth Management, LLC | 1,543,587 | $36,645,000 | 5.92% |
| Vigilant Capital Management, LLC | 1,141,763 | $27,105,000 | 5.19% |
| Charles Schwab Investment Advisory, Inc. | 21,904,568 | $520,014,000 | 4.74% |
| Asset Dedication, LLC | 187,288 | $4,454,000 | 3.10% |
| Sequoia Financial Advisors, LLC | 376,314 | $8,934,000 | 2.50% |
| CABOT WEALTH MANAGEMENT INC | 218,252 | $5,181,000 | 1.36% |
| GIRARD SECURITIES, INC. | 61,183 | $1,452,000 | 1.33% |
| CAHILL FINANCIAL ADVISORS INC | 65,098 | $1,546,000 | 1.08% |
| West Coast Financial LLC | 70,127 | $1,665,000 | 0.60% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 74,966 | $1,780,000 | 0.58% |