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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $260 | +4.8% | 4,520 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $248 | +2.9% | 4,520 | 0.0% | 0.09% | -3.1% |
| Q4 2022 | $241 | -99.9% | 4,520 | 0.0% | 0.10% | -1.0% |
| Q3 2022 | $215,000 | -6.5% | 4,520 | 0.0% | 0.10% | +2.1% |
| Q2 2022 | $230,000 | -12.9% | 4,520 | 0.0% | 0.10% | +3.3% |
| Q1 2022 | $264,000 | -0.4% | 4,520 | 0.0% | 0.09% | +4.5% |
| Q4 2021 | $265,000 | +9.1% | 4,520 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $243,000 | – | 4,520 | – | 0.09% | – |
Download | ||||||
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% |