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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $449,000 | -22.6% | 8,813 | -11.0% | 0.27% | -6.2% |
Q1 2022 | $580,000 | -7.2% | 9,907 | -7.2% | 0.29% | +14.3% |
Q4 2021 | $625,000 | +19.3% | 10,672 | +9.9% | 0.25% | -6.3% |
Q3 2021 | $524,000 | +6.9% | 9,707 | +8.4% | 0.27% | +35.9% |
Q2 2021 | $490,000 | +6.1% | 8,953 | +0.1% | 0.20% | +3.1% |
Q1 2021 | $462,000 | -3.8% | 8,947 | -15.6% | 0.19% | -23.5% |
Q4 2020 | $480,000 | +17.9% | 10,601 | +0.9% | 0.25% | -1.2% |
Q3 2020 | $407,000 | +15.0% | 10,510 | +9.2% | 0.25% | +11.4% |
Q2 2020 | $354,000 | +56.6% | 9,621 | +33.1% | 0.23% | +81.0% |
Q1 2020 | $226,000 | -17.5% | 7,226 | +0.1% | 0.13% | +10.5% |
Q1 2019 | $274,000 | -30.8% | 7,218 | -31.7% | 0.11% | -39.0% |
Q4 2017 | $396,000 | +44.5% | 10,572 | +35.7% | 0.19% | +41.7% |
Q3 2017 | $274,000 | – | 7,789 | – | 0.13% | – |
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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% |