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 | $17,763,285 | -4.4% | 317,372 | -1.6% | 1.82% | +1.2% |
| Q2 2023 | $18,575,201 | +6.6% | 322,654 | +1.7% | 1.80% | +1.5% |
| Q1 2023 | $17,425,446 | -1.3% | 317,288 | -4.0% | 1.77% | -8.1% |
| Q4 2022 | $17,661,173 | -65.5% | 330,486 | -69.2% | 1.93% | -59.7% |
| Q3 2022 | $51,181,000 | -0.6% | 1,071,637 | +6.0% | 4.79% | +5.6% |
| Q2 2022 | $51,482,000 | -7.0% | 1,011,441 | +6.9% | 4.54% | +15.5% |
| Q1 2022 | $55,361,000 | +8.5% | 946,336 | +8.7% | 3.93% | +13.8% |
| Q4 2021 | $51,035,000 | – | 870,754 | – | 3.45% | – |
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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% |