SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,317,080 | +0.9% | 59,265 | +3.8% | 0.23% | +8.8% |
| Q2 2023 | $3,287,553 | +15.0% | 57,105 | +9.7% | 0.22% | +36.9% |
| Q1 2023 | $2,859,215 | +11.3% | 52,061 | +8.3% | 0.16% | -6.0% |
| Q4 2022 | $2,568,930 | +12.4% | 48,071 | +0.5% | 0.17% | +1.2% |
| Q3 2022 | $2,285,000 | -13.5% | 47,852 | -7.8% | 0.16% | -11.8% |
| Q2 2022 | $2,643,000 | -14.3% | 51,919 | -1.5% | 0.19% | -1.1% |
| Q1 2022 | $3,084,000 | -4.5% | 52,726 | -4.4% | 0.19% | -6.0% |
| Q4 2021 | $3,231,000 | – | 55,125 | – | 0.20% | – |
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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% |