SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,092 | +360.3% | 8,935 | +373.5% | 0.08% | +364.7% |
| Q2 2023 | $108,635 | +6.7% | 1,887 | +1.8% | 0.02% | -37.0% |
| Q1 2023 | $101,822 | +2.8% | 1,854 | 0.0% | 0.03% | -28.9% |
| Q4 2022 | $99,078 | +11.3% | 1,854 | 0.0% | 0.04% | -5.0% |
| Q3 2022 | $89,000 | +4.7% | 1,854 | +10.5% | 0.04% | +2.6% |
| Q2 2022 | $85,000 | +203.6% | 1,678 | +156.2% | 0.04% | +129.4% |
| Q4 2019 | $28,000 | – | 655 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
| Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
| Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
| Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
| McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
| Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
| Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
| Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
| Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
| Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |