SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $903,804 | +67.5% | 16,148 | +72.2% | 0.36% | +70.8% |
Q2 2023 | $539,719 | +4.0% | 9,375 | -0.8% | 0.21% | -1.4% |
Q1 2023 | $518,994 | +2.8% | 9,450 | 0.0% | 0.21% | -14.9% |
Q4 2022 | $505,008 | -58.6% | 9,450 | -63.0% | 0.25% | -59.0% |
Q3 2022 | $1,221,000 | +13.6% | 25,566 | +21.1% | 0.61% | +23.4% |
Q2 2022 | $1,075,000 | -23.3% | 21,118 | -11.9% | 0.49% | -13.2% |
Q1 2022 | $1,401,000 | -36.4% | 23,957 | -36.3% | 0.57% | -36.3% |
Q4 2021 | $2,204,000 | +5.0% | 37,608 | -3.4% | 0.89% | -4.7% |
Q3 2021 | $2,100,000 | -2.5% | 38,933 | -1.1% | 0.93% | -3.7% |
Q2 2021 | $2,153,000 | -0.9% | 39,351 | -6.4% | 0.97% | -10.3% |
Q1 2021 | $2,173,000 | +15.5% | 42,058 | +1.2% | 1.08% | +7.0% |
Q4 2020 | $1,882,000 | +18.0% | 41,557 | +0.9% | 1.01% | +1.8% |
Q3 2020 | $1,595,000 | +0.9% | 41,178 | -4.0% | 0.99% | -6.9% |
Q2 2020 | $1,580,000 | +18.4% | 42,878 | +0.6% | 1.06% | +18.1% |
Q1 2020 | $1,335,000 | +9.6% | 42,602 | +49.2% | 0.90% | +25.3% |
Q4 2019 | $1,218,000 | +93.9% | 28,547 | +79.9% | 0.72% | +71.4% |
Q3 2019 | $628,000 | +55.8% | 15,866 | +53.9% | 0.42% | +60.9% |
Q2 2019 | $403,000 | +50.9% | 10,312 | +46.8% | 0.26% | +56.3% |
Q1 2019 | $267,000 | +2570.0% | 7,024 | +2297.3% | 0.17% | +2285.7% |
Q4 2018 | $10,000 | +400.0% | 293 | +452.8% | 0.01% | +600.0% |
Q3 2018 | $2,000 | – | 53 | – | 0.00% | – |
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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% |