SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 388 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $237 | +54.9% | 4,328 | +50.7% | 0.00% | 0.0% |
| Q4 2022 | $153 | -99.8% | 2,872 | +95.2% | 0.00% | – |
| Q3 2022 | $70,000 | -36.4% | 1,471 | -32.1% | 0.00% | -100.0% |
| Q2 2022 | $110,000 | -68.0% | 2,166 | -63.3% | 0.00% | -50.0% |
| Q1 2022 | $344,000 | +186.7% | 5,895 | +187.4% | 0.00% | +100.0% |
| Q4 2021 | $120,000 | +27.7% | 2,051 | +17.6% | 0.00% | – |
| Q3 2021 | $94,000 | +19.0% | 1,744 | +20.4% | 0.00% | – |
| Q2 2021 | $79,000 | +9.7% | 1,449 | +2.4% | 0.00% | – |
| Q1 2021 | $72,000 | +16.1% | 1,415 | +3.0% | 0.00% | – |
| Q4 2020 | $62,000 | +17.0% | 1,374 | 0.0% | 0.00% | – |
| Q3 2020 | $53,000 | +3.9% | 1,374 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $51,000 | -44.0% | 1,374 | -52.9% | 0.00% | 0.0% |
| Q1 2020 | $91,000 | +54.2% | 2,917 | +112.3% | 0.00% | 0.0% |
| Q4 2019 | $59,000 | +9.3% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $54,000 | 0.0% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $54,000 | – | 1,374 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 903,526 | $33,286,000 | 15.42% |
| Glassman Wealth Services | 1,241,000 | $45,718,000 | 14.21% |
| Arlington Financial Advisors, LLC | 578,960 | $21,329,000 | 12.06% |
| McAdam, LLC | 1,292,714 | $47,624,000 | 10.12% |
| Charles Schwab Investment Advisory, Inc. | 78,154,368 | $2,879,207,000 | 7.26% |
| Consolidated Planning Corp | 161,051 | $5,933,000 | 5.82% |
| Opes Wealth Management LLC | 301,480 | $11,107,000 | 5.66% |
| Resonant Capital Advisors, LLC | 471,190 | $17,359,000 | 5.04% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 691,553 | $25,477,000 | 4.32% |
| White Pine Investment CO | 194,681 | $7,172,000 | 3.54% |