SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,759 | +235.7% | 1,974 | +242.7% | 0.01% | +200.0% |
| Q2 2023 | $15,420 | +10.0% | 576 | +7.1% | 0.00% | 0.0% |
| Q1 2023 | $14,015 | -69.8% | 538 | -71.3% | 0.00% | -66.7% |
| Q4 2022 | $46,438 | +828.8% | 1,874 | +918.5% | 0.01% | +500.0% |
| Q2 2022 | $5,000 | -99.9% | 184 | -99.8% | 0.00% | -99.8% |
| Q4 2021 | $3,749,000 | +185.1% | 120,967 | +196.5% | 0.44% | +166.7% |
| Q3 2021 | $1,315,000 | +647.2% | 40,792 | +648.8% | 0.16% | +650.0% |
| Q2 2021 | $176,000 | +1660.0% | 5,448 | +1488.3% | 0.02% | +1000.0% |
| Q4 2020 | $10,000 | -33.3% | 343 | -45.6% | 0.00% | -33.3% |
| Q3 2020 | $15,000 | -61.5% | 630 | -57.5% | 0.00% | -62.5% |
| Q2 2017 | $39,000 | – | 1,483 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilant Capital Management, LLC | 882,086 | $23,313,000 | 4.06% |
| Charles Schwab Investment Advisory, Inc. | 23,137,793 | $611,509,000 | 3.44% |
| FOSTER & MOTLEY INC | 586,208 | $15,493,000 | 2.82% |
| AVALON CAPITAL MANAGEMENT | 138,961 | $3,673,000 | 2.54% |
| CABOT WEALTH MANAGEMENT INC | 209,786 | $5,544,000 | 1.36% |
| Asset Dedication, LLC | 92,788 | $2,457,000 | 1.33% |
| Kinsight, LLC | 65,634 | $1,735,000 | 0.94% |
| Merriman Wealth Management, LLC | 123,424 | $3,262,000 | 0.79% |
| Opes Advisors Inc | 31,524 | $833,000 | 0.59% |
| GIRARD SECURITIES, INC. | 20,236 | $535,000 | 0.46% |