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 | $789,690 | -65.5% | 14,109 | -64.6% | 0.03% | -28.9% |
| Q2 2023 | $2,292,164 | +16.1% | 39,816 | +10.7% | 0.04% | -59.8% |
| Q1 2023 | $1,974,531 | -11.4% | 35,953 | -13.8% | 0.11% | +62.3% |
| Q4 2022 | $2,228,172 | +499.0% | 41,695 | +435.0% | 0.07% | +115.6% |
| Q3 2022 | $372,000 | -7.0% | 7,793 | -0.9% | 0.03% | -3.0% |
| Q2 2022 | $400,000 | -27.8% | 7,860 | -17.0% | 0.03% | -15.4% |
| Q1 2022 | $554,000 | +48.9% | 9,465 | +21.5% | 0.04% | +21.9% |
| Q3 2011 | $372,000 | – | 7,793 | – | 0.03% | – |
Download | ||||||
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% |