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 | $17,290,727 | +0.4% | 305,059 | +2.0% | 5.45% | -1.0% |
| Q2 2023 | $17,224,695 | +25.7% | 299,196 | +20.0% | 5.51% | +4.5% |
| Q1 2023 | $13,697,997 | +3.7% | 249,417 | +0.9% | 5.27% | -3.8% |
| Q4 2022 | $13,204,551 | +9.3% | 247,091 | -2.3% | 5.48% | +0.1% |
| Q3 2022 | $12,083,000 | -8.5% | 252,992 | -2.5% | 5.48% | -1.0% |
| Q2 2022 | $13,203,000 | -14.7% | 259,390 | -1.9% | 5.53% | -10.3% |
| Q1 2022 | $15,474,000 | – | 264,510 | – | 6.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 893,757 | $40,478,000 | 15.53% |
| Glassman Wealth Services | 2,546,730 | $115,342,000 | 13.31% |
| Planned Solutions, Inc. | 341,452 | $15,464,000 | 12.38% |
| Arlington Financial Advisors, LLC | 589,028 | $26,677,000 | 11.25% |
| McAdam, LLC | 1,408,027 | $65,896,000 | 10.09% |
| Charles Schwab Investment Advisory, Inc. | 81,093,260 | $3,672,714,000 | 7.61% |
| Prairiewood Capital, LLC | 153,437 | $6,949,000 | 7.10% |
| Resonant Capital Advisors, LLC | 528,104 | $23,918,000 | 5.66% |
| Opes Wealth Management LLC | 251,364 | $11,384,000 | 5.48% |
| Your Advocates Ltd., LLP | 143,072 | $6,480,000 | 4.77% |