SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,281 | -2.8% | 4,597 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $264,636 | +4.8% | 4,597 | 0.0% | 0.03% | +3.2% |
| Q1 2023 | $252,454 | -22.8% | 4,597 | -24.9% | 0.03% | -18.4% |
| Q4 2022 | $327,200 | +48.7% | 6,123 | +33.2% | 0.04% | +31.0% |
| Q3 2022 | $220,000 | -6.0% | 4,597 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $234,000 | -12.4% | 4,597 | +0.6% | 0.03% | +3.7% |
| Q1 2022 | $267,000 | 0.0% | 4,571 | +0.4% | 0.03% | 0.0% |
| Q4 2021 | $267,000 | +8.5% | 4,553 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $246,000 | -1.2% | 4,553 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $249,000 | – | 4,553 | – | 0.03% | – |
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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% |