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 2022 | $63,383 | -13.0% | 1,327 | -7.3% | 0.00% | 0.0% |
| Q2 2022 | $72,837 | -99.5% | 1,431 | -99.4% | 0.00% | -99.4% |
| Q1 2022 | $13,656,057 | +171.3% | 233,437 | +171.9% | 0.47% | +174.1% |
| Q4 2021 | $5,032,678 | +9868.1% | 85,867 | +9073.8% | 0.17% | +8400.0% |
| Q3 2021 | $50,488 | -1.1% | 936 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $51,031 | +23.5% | 933 | +16.6% | 0.00% | 0.0% |
| Q1 2021 | $41,320 | +52.2% | 800 | +33.6% | 0.00% | +100.0% |
| Q4 2020 | $27,143 | +32.8% | 599 | +13.4% | 0.00% | 0.0% |
| Q3 2020 | $20,437 | -51.1% | 528 | -53.5% | 0.00% | -66.7% |
| Q2 2020 | $41,812 | +58.3% | 1,135 | +34.6% | 0.00% | +50.0% |
| Q1 2020 | $26,411 | +483.8% | 843 | +695.3% | 0.00% | – |
| Q4 2019 | $4,524 | +7.9% | 106 | 0.0% | 0.00% | – |
| Q3 2019 | $4,192 | -91.8% | 106 | -91.9% | 0.00% | -100.0% |
| Q2 2019 | $50,882 | – | 1,301 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
| Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
| Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
| Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
| Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
| Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
| Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
| McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
| Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
| Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |