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 | $3,817,080 | -1.5% | 68,199 | +1.4% | 4.36% | +2.1% |
| Q2 2023 | $3,873,666 | +7.1% | 67,286 | +2.1% | 4.28% | +2.2% |
| Q1 2023 | $3,618,383 | +11.2% | 65,885 | +8.2% | 4.18% | +4.8% |
| Q4 2022 | $3,253,472 | +9.8% | 60,881 | -1.9% | 3.99% | -0.2% |
| Q3 2022 | $2,963,000 | -3.0% | 62,044 | +3.4% | 4.00% | +1.3% |
| Q2 2022 | $3,054,000 | -13.1% | 60,008 | -0.2% | 3.95% | +0.4% |
| Q1 2022 | $3,516,000 | +0.2% | 60,106 | +0.4% | 3.93% | +2.0% |
| Q4 2021 | $3,509,000 | – | 59,879 | – | 3.85% | – |
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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% |