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. | 889,529 | $34,451,000 | 15.65% |
Glassman Wealth Services | 1,223,802 | $47,398,000 | 13.05% |
Planned Solutions, Inc. | 332,993 | $12,897,000 | 12.60% |
Arlington Financial Advisors, LLC | 568,491 | $22,018,000 | 11.28% |
McAdam, LLC | 1,349,024 | $52,248,000 | 9.93% |
Charles Schwab Investment Advisory, Inc. | 78,675,596 | $3,047,106,000 | 7.25% |
Resonant Capital Advisors, LLC | 501,903 | $19,439,000 | 5.54% |
Opes Wealth Management LLC | 265,766 | $10,293,000 | 4.92% |
Consolidated Planning Corp | 160,058 | $6,199,000 | 4.62% |
Your Advocates Ltd., LLP | 151,243 | $5,858,000 | 4.60% |