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 | $325,970 | -0.9% | 5,824 | +1.9% | 0.04% | +2.7% |
| Q2 2023 | $329,013 | -3.2% | 5,715 | -7.7% | 0.04% | -7.5% |
| Q1 2023 | $339,900 | -1.3% | 6,189 | -3.9% | 0.04% | -7.0% |
| Q4 2022 | $344,207 | +41.6% | 6,441 | +26.4% | 0.04% | +34.4% |
| Q3 2022 | $243,000 | -10.7% | 5,096 | -4.6% | 0.03% | -5.9% |
| Q2 2022 | $272,000 | -1.4% | 5,341 | +13.2% | 0.03% | +6.2% |
| Q1 2022 | $276,000 | -6.4% | 4,718 | -6.4% | 0.03% | -8.6% |
| Q4 2021 | $295,000 | +4.6% | 5,038 | -3.8% | 0.04% | 0.0% |
| Q3 2021 | $282,000 | -35.9% | 5,235 | -34.9% | 0.04% | -36.4% |
| Q2 2021 | $440,000 | +34.6% | 8,041 | +26.9% | 0.06% | +25.0% |
| Q1 2021 | $327,000 | +9.7% | 6,338 | -3.7% | 0.04% | -2.2% |
| Q4 2020 | $298,000 | +63.7% | 6,583 | +40.2% | 0.04% | +45.2% |
| Q3 2020 | $182,000 | +5.2% | 4,696 | 0.0% | 0.03% | -3.1% |
| Q2 2020 | $173,000 | +17.7% | 4,696 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $147,000 | +308.3% | 4,696 | +418.9% | 0.03% | +433.3% |
| Q3 2019 | $36,000 | -39.0% | 905 | -46.2% | 0.01% | -45.5% |
| Q3 2017 | $59,000 | -35.2% | 1,683 | -37.5% | 0.01% | -38.9% |
| Q2 2017 | $91,000 | – | 2,691 | – | 0.02% | – |
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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% |