SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $97,310 | +8.6% | 1,453 | +7.9% | 0.00% | -50.0% |
| Q1 2024 | $89,644 | -66.8% | 1,347 | -69.1% | 0.00% | -71.4% |
| Q4 2023 | $269,873 | +651.0% | 4,357 | +578.7% | 0.01% | +1300.0% |
| Q3 2023 | $35,934 | +94.4% | 642 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $18,480 | +4.8% | 321 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,630 | -61.6% | 321 | -62.6% | 0.00% | -75.0% |
| Q4 2022 | $45,852 | +11.8% | 858 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $41,000 | -10.9% | 858 | -5.7% | 0.00% | 0.0% |
| Q2 2022 | $46,000 | +475.0% | 910 | +527.6% | 0.00% | +300.0% |
| Q1 2022 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | -11.1% | 145 | -14.7% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 170 | -0.6% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 171 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 171 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | -33.3% | 171 | -43.4% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | – | 302 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 903,526 | $33,286,000 | 15.42% |
| Glassman Wealth Services | 1,241,000 | $45,718,000 | 14.21% |
| Arlington Financial Advisors, LLC | 578,960 | $21,329,000 | 12.06% |
| McAdam, LLC | 1,292,714 | $47,624,000 | 10.12% |
| Charles Schwab Investment Advisory, Inc. | 78,154,368 | $2,879,207,000 | 7.26% |
| Consolidated Planning Corp | 161,051 | $5,933,000 | 5.82% |
| Opes Wealth Management LLC | 301,480 | $11,107,000 | 5.66% |
| Resonant Capital Advisors, LLC | 471,190 | $17,359,000 | 5.04% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 691,553 | $25,477,000 | 4.32% |
| White Pine Investment CO | 194,681 | $7,172,000 | 3.54% |