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 2022 | $62,000 | -89.2% | 1,284 | -88.6% | 0.01% | -78.9% |
| Q2 2022 | $572,000 | -18.5% | 11,239 | -6.3% | 0.06% | -6.6% |
| Q1 2022 | $702,000 | -9.5% | 11,996 | -9.4% | 0.06% | -3.2% |
| Q4 2021 | $776,000 | +19.8% | 13,245 | +10.3% | 0.06% | +10.5% |
| Q3 2021 | $648,000 | -81.5% | 12,004 | -81.2% | 0.06% | -66.3% |
| Q2 2021 | $3,500,000 | -59.2% | 63,974 | -61.5% | 0.17% | -80.6% |
| Q1 2021 | $8,582,000 | +8.5% | 166,087 | -4.9% | 0.87% | -3.5% |
| Q4 2020 | $7,913,000 | +1451.6% | 174,720 | +1355.0% | 0.90% | +1336.5% |
| Q3 2020 | $510,000 | -11.3% | 12,008 | -23.0% | 0.06% | -38.8% |
| Q2 2020 | $575,000 | – | 15,596 | – | 0.10% | – |
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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% |