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 | $2,606,747 | -1.7% | 46,574 | +1.2% | 0.04% | 0.0% |
| Q2 2023 | $2,650,599 | +0.3% | 46,041 | -4.3% | 0.04% | -4.4% |
| Q1 2023 | $2,641,952 | +12.5% | 48,105 | +9.5% | 0.04% | +4.7% |
| Q4 2022 | $2,347,450 | +3.4% | 43,927 | -7.6% | 0.04% | -8.5% |
| Q3 2022 | $2,270,000 | -6.1% | 47,523 | +0.1% | 0.05% | -7.8% |
| Q2 2022 | $2,417,000 | -12.9% | 47,483 | +0.1% | 0.05% | -17.7% |
| Q1 2022 | $2,776,000 | +2.0% | 47,446 | +2.2% | 0.06% | +3.3% |
| Q4 2021 | $2,721,000 | +8.6% | 46,419 | -0.0% | 0.06% | +15.4% |
| Q3 2021 | $2,505,000 | +3.8% | 46,428 | -0.6% | 0.05% | -8.8% |
| Q1 2021 | $2,413,000 | – | 46,691 | – | 0.06% | – |
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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% |