SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,334,880 | -1.0% | 94,579 | -0.4% | 0.15% | -6.8% |
| Q1 2024 | $6,401,357 | +7.0% | 94,990 | -1.6% | 0.16% | -10.1% |
| Q4 2023 | $5,981,311 | +9.2% | 96,566 | -1.3% | 0.18% | -9.1% |
| Q3 2023 | $5,475,265 | +2.6% | 97,825 | +5.6% | 0.20% | -5.7% |
| Q2 2023 | $5,334,743 | +3.0% | 92,665 | -1.7% | 0.21% | -3.7% |
| Q1 2023 | $5,177,392 | +2.0% | 94,272 | -0.7% | 0.22% | -1.4% |
| Q4 2022 | $5,075,202 | +14.0% | 94,970 | +1.9% | 0.22% | +4.3% |
| Q3 2022 | $4,452,000 | -4.8% | 93,223 | +1.4% | 0.21% | -5.8% |
| Q2 2022 | $4,678,000 | +166.7% | 91,909 | +206.5% | 0.22% | +190.9% |
| Q1 2022 | $1,754,280 | – | 29,988 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 903,526 | $33,286,000 | 15.42% |
| Glassman Wealth Services | 1,241,000 | $45,718,000 | 14.21% |
| Arlington Financial Advisors, LLC | 578,960 | $21,329,000 | 12.06% |
| McAdam, LLC | 1,292,714 | $47,624,000 | 10.12% |
| Charles Schwab Investment Advisory, Inc. | 78,154,368 | $2,879,207,000 | 7.26% |
| Consolidated Planning Corp | 161,051 | $5,933,000 | 5.82% |
| Opes Wealth Management LLC | 301,480 | $11,107,000 | 5.66% |
| Resonant Capital Advisors, LLC | 471,190 | $17,359,000 | 5.04% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 691,553 | $25,477,000 | 4.32% |
| White Pine Investment CO | 194,681 | $7,172,000 | 3.54% |