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 | $120,503 | +11.8% | 2,153 | +34.0% | 0.00% | – |
| Q2 2023 | $107,814 | -39.3% | 1,607 | -51.7% | 0.00% | -100.0% |
| Q4 2022 | $177,688 | +91.1% | 3,325 | +71.0% | 0.00% | 0.0% |
| Q3 2022 | $93,000 | -46.6% | 1,945 | -43.0% | 0.00% | 0.0% |
| Q2 2022 | $174,000 | -54.5% | 3,414 | -47.7% | 0.00% | -66.7% |
| Q1 2022 | $382,000 | +430.6% | 6,533 | +428.6% | 0.00% | +200.0% |
| Q4 2021 | $72,000 | -18.2% | 1,236 | -24.6% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -50.8% | 1,639 | -49.9% | 0.00% | -50.0% |
| Q2 2021 | $179,000 | +3480.0% | 3,272 | +3172.0% | 0.00% | – |
| Q1 2021 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |