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 | $4,940,039 | +0.2% | 141,023 | +1.9% | 3.28% | -3.0% |
| Q1 2024 | $4,928,273 | +5.3% | 138,396 | -0.3% | 3.38% | -12.0% |
| Q4 2023 | $4,681,372 | +16.2% | 138,790 | +9.1% | 3.84% | +1.5% |
| Q3 2023 | $4,027,247 | -2.6% | 127,163 | -3.8% | 3.79% | -8.9% |
| Q1 2023 | $4,133,880 | +2.1% | 132,200 | -5.1% | 4.16% | -3.2% |
| Q4 2022 | $4,048,133 | +9.6% | 139,255 | -5.1% | 4.29% | +0.4% |
| Q3 2022 | $3,692,000 | -9.9% | 146,815 | +1.5% | 4.28% | -6.8% |
| Q2 2022 | $4,096,000 | -4.8% | 144,678 | +5.0% | 4.59% | +3.6% |
| Q1 2022 | $4,304,000 | +588.6% | 137,781 | +616.9% | 4.43% | +642.2% |
| Q4 2021 | $625,000 | – | 19,219 | – | 0.60% | – |
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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% |