SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $469,577 | +130.4% | 13,405 | +136.5% | 0.01% | -20.0% |
| Q1 2024 | $203,801 | -34.1% | 5,669 | -38.1% | 0.01% | -37.5% |
| Q4 2023 | $309,035 | +1173.8% | 9,162 | +1096.1% | 0.02% | +1500.0% |
| Q3 2023 | $24,260 | +96.2% | 766 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $12,368 | +3.3% | 383 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,977 | -63.6% | 383 | -66.1% | 0.00% | -66.7% |
| Q4 2022 | $32,878 | -30.0% | 1,131 | -39.8% | 0.00% | -25.0% |
| Q3 2022 | $47,000 | -11.3% | 1,878 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $53,000 | +82.8% | 1,861 | +105.9% | 0.00% | +100.0% |
| Q1 2022 | $29,000 | 0.0% | 904 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | +383.3% | 904 | +407.9% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 178 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 178 | -9.2% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 196 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $6,000 | +20.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -28.6% | 196 | -43.5% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | – | 347 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strata Wealth Advisors, LLC | 1,358,429 | $47,585,772 | 16.39% |
| Capital Advantage, Inc. | 1,344,773 | $47,927,711 | 9.82% |
| Solitude Financial Services | 551,859 | $19,331,621 | 8.98% |
| BEACON FINANCIAL PLANNING, INC | 360,890 | $12,641,969 | 8.58% |
| Barry Investment Advisors, LLC | 718,998 | $25,415,477 | 8.56% |
| Auto-Owners Insurance Co | 8,353,000 | $291,861,900 | 7.71% |
| Verde Capital Management | 684,330 | $23,972,069 | 7.61% |
| VISIONARY HORIZONS, LLC | 289,033 | $10,124,840 | 7.41% |
| Red Tortoise LLC | 391,907 | $13,728,512 | 7.40% |
| MFA WEALTH ADVISORS, LLC | 931,630 | $32,634,985 | 7.13% |