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 | $1,285,153 | +0.9% | 22,961 | +3.8% | 0.72% | +2.7% |
| Q2 2023 | $1,273,870 | +2.6% | 22,127 | -2.1% | 0.70% | -4.7% |
| Q1 2023 | $1,241,579 | +0.7% | 22,607 | -2.0% | 0.74% | -6.8% |
| Q4 2022 | $1,232,339 | +0.6% | 23,060 | -10.1% | 0.79% | -10.8% |
| Q3 2022 | $1,225,000 | -8.5% | 25,659 | -2.4% | 0.89% | -9.6% |
| Q2 2022 | $1,339,000 | -17.4% | 26,301 | -5.1% | 0.98% | -4.0% |
| Q1 2022 | $1,622,000 | -3.6% | 27,721 | -3.4% | 1.02% | +2.3% |
| Q4 2021 | $1,682,000 | +8.9% | 28,705 | +0.3% | 1.00% | +0.6% |
| Q3 2021 | $1,545,000 | -4.7% | 28,632 | -3.3% | 1.00% | -6.7% |
| Q2 2021 | $1,621,000 | +0.8% | 29,619 | -2.9% | 1.07% | -2.8% |
| Q1 2021 | $1,608,000 | +8.2% | 30,495 | -3.3% | 1.10% | -1.1% |
| Q4 2020 | $1,486,000 | – | 31,522 | – | 1.11% | – |
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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% |