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 | $313,861 | +8826.6% | 5,608 | -90.8% | 0.05% | -82.6% |
| Q2 2023 | $3,516 | +369.4% | 61,072 | +348.0% | 0.31% | +409.8% |
| Q1 2023 | $749 | -100.0% | 13,633 | +16.0% | 0.06% | +10.9% |
| Q4 2022 | $627,799,640 | +26524.2% | 11,748 | -76.2% | 0.06% | -76.2% |
| Q3 2022 | $2,358,000 | +670.6% | 49,379 | +1058.3% | 0.23% | +645.2% |
| Q2 2022 | $306,000 | -31.2% | 4,263 | -44.0% | 0.03% | -16.2% |
| Q1 2022 | $445,000 | 0.0% | 7,608 | +0.7% | 0.04% | -2.6% |
| Q4 2021 | $445,000 | +12.7% | 7,554 | +3.8% | 0.04% | -13.6% |
| Q3 2021 | $395,000 | -80.5% | 7,278 | -82.7% | 0.04% | -84.5% |
| Q2 2021 | $2,025,000 | +420.6% | 42,011 | +458.8% | 0.28% | +468.0% |
| Q1 2021 | $389,000 | +42.0% | 7,518 | -7.2% | 0.05% | -60.0% |
| Q2 2017 | $274,000 | 0.0% | 8,100 | 0.0% | 0.12% | +5.0% |
| Q1 2017 | $274,000 | +3.8% | 8,100 | 0.0% | 0.12% | -2.5% |
| Q4 2016 | $264,000 | – | 8,100 | – | 0.12% | – |
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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% |