SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,572 | -8.1% | 66,829 | -1.0% | 2.68% | -1.0% |
| Q2 2023 | $3,885 | +8.4% | 67,495 | +3.4% | 2.70% | +17.8% |
| Q1 2023 | $3,585 | +17.1% | 65,291 | +13.9% | 2.30% | +12.8% |
| Q4 2022 | $3,062 | -99.9% | 57,307 | -6.2% | 2.04% | -3.0% |
| Q3 2022 | $2,960,000 | -5.1% | 61,109 | -0.3% | 2.10% | -2.1% |
| Q2 2022 | $3,120,000 | +24.5% | 61,287 | +43.0% | 2.14% | +21.8% |
| Q1 2022 | $2,507,000 | +64.7% | 42,863 | +59.5% | 1.76% | +49.9% |
| Q4 2021 | $1,522,000 | +487.6% | 26,877 | +225.4% | 1.17% | +341.0% |
| Q1 2020 | $259,000 | -26.6% | 8,260 | 0.0% | 0.27% | -24.4% |
| Q4 2019 | $353,000 | – | 8,260 | – | 0.35% | – |
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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% |