SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,847,433 | +7.7% | 50,874 | +10.7% | 0.00% | 0.0% |
| Q2 2023 | $2,644,718 | +6.0% | 45,939 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $2,496,045 | -18.4% | 45,449 | -20.6% | 0.00% | -33.3% |
| Q4 2022 | $3,057,546 | +6.7% | 57,213 | -4.6% | 0.00% | 0.0% |
| Q3 2022 | $2,865,000 | -20.8% | 59,984 | -15.6% | 0.00% | -25.0% |
| Q2 2022 | $3,617,000 | +4.3% | 71,065 | +19.9% | 0.00% | +33.3% |
| Q1 2022 | $3,468,000 | +126.8% | 59,285 | +127.3% | 0.00% | +200.0% |
| Q4 2021 | $1,529,000 | +9.4% | 26,084 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $1,398,000 | +1.2% | 25,913 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $1,382,000 | +7.3% | 25,251 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $1,288,000 | -16.1% | 24,928 | -26.5% | 0.00% | -50.0% |
| Q4 2020 | $1,536,000 | +18.6% | 33,921 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $1,295,000 | +3.4% | 33,446 | -1.6% | 0.00% | 0.0% |
| Q2 2020 | $1,252,000 | +44.1% | 33,980 | +22.5% | 0.00% | +100.0% |
| Q1 2020 | $869,000 | -44.1% | 27,737 | -23.9% | 0.00% | -50.0% |
| Q4 2019 | $1,555,000 | +20.1% | 36,425 | +11.2% | 0.00% | 0.0% |
| Q3 2019 | $1,295,000 | -0.8% | 32,753 | -1.9% | 0.00% | 0.0% |
| Q2 2019 | $1,306,000 | -27.3% | 33,393 | -29.4% | 0.00% | -33.3% |
| Q1 2019 | $1,796,000 | +17.4% | 47,319 | +5.1% | 0.00% | 0.0% |
| Q4 2018 | $1,530,000 | -11.8% | 45,023 | +3.0% | 0.00% | 0.0% |
| Q3 2018 | $1,734,000 | +7.7% | 43,710 | +1.3% | 0.00% | 0.0% |
| Q2 2018 | $1,610,000 | +11.7% | 43,128 | +8.8% | 0.00% | 0.0% |
| Q1 2018 | $1,441,000 | -4.9% | 39,642 | -2.0% | 0.00% | 0.0% |
| Q4 2017 | $1,515,000 | +3.6% | 40,445 | -2.8% | 0.00% | 0.0% |
| Q3 2017 | $1,463,000 | +27.1% | 41,618 | +22.3% | 0.00% | +50.0% |
| Q2 2017 | $1,151,000 | – | 34,040 | – | 0.00% | – |
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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% |