SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $218,000 | -20.4% | 4,283 | -8.5% | 0.13% | -7.9% |
Q1 2022 | $274,000 | +2.2% | 4,683 | +2.5% | 0.14% | +3.7% |
Q4 2021 | $268,000 | +8.5% | 4,570 | 0.0% | 0.14% | +3.8% |
Q3 2021 | $247,000 | -4.6% | 4,570 | -3.5% | 0.13% | +0.8% |
Q2 2021 | $259,000 | +6.6% | 4,736 | +3.6% | 0.13% | +5.7% |
Q1 2021 | $243,000 | – | 4,570 | – | 0.12% | – |
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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% |