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 2022 | $325,000 | -6.1% | 6,797 | 0.0% | 0.02% | -4.5% |
Q2 2022 | $346,000 | -13.1% | 6,797 | 0.0% | 0.02% | -18.5% |
Q1 2022 | $398,000 | 0.0% | 6,797 | 0.0% | 0.03% | +3.8% |
Q4 2021 | $398,000 | +8.4% | 6,797 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $367,000 | -1.3% | 6,797 | 0.0% | 0.03% | -3.7% |
Q2 2021 | $372,000 | +6.0% | 6,797 | 0.0% | 0.03% | -3.6% |
Q1 2021 | $351,000 | +14.0% | 6,797 | 0.0% | 0.03% | +7.7% |
Q4 2020 | $308,000 | +17.1% | 6,797 | 0.0% | 0.03% | +4.0% |
Q3 2020 | $263,000 | +5.2% | 6,797 | 0.0% | 0.02% | -10.7% |
Q2 2020 | $250,000 | -35.1% | 6,797 | -44.7% | 0.03% | -41.7% |
Q1 2020 | $385,000 | -26.5% | 12,284 | 0.0% | 0.05% | -14.3% |
Q4 2019 | $524,000 | +7.8% | 12,284 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $486,000 | – | 12,284 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |