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 | $1,041,742 | -9.8% | 18,613 | -7.2% | 0.01% | +8.3% |
| Q2 2023 | $1,154,710 | +37.4% | 20,058 | +31.1% | 0.01% | +20.0% |
| Q1 2023 | $840,413 | +52.0% | 15,303 | +47.9% | 0.01% | -47.4% |
| Q4 2022 | $553,077 | +156.1% | 10,350 | +128.6% | 0.02% | +111.1% |
| Q3 2022 | $216,000 | -31.0% | 4,527 | -26.5% | 0.01% | -30.8% |
| Q2 2022 | $313,000 | -99.7% | 6,155 | -99.7% | 0.01% | -99.7% |
| Q1 2022 | $118,841,000 | +169.6% | 2,031,476 | +170.1% | 4.18% | +183.3% |
| Q4 2021 | $44,079,000 | +881480.0% | 752,078 | +606414.5% | 1.47% | – |
| Q2 2020 | $5,000 | +25.0% | 124 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -66.7% | 124 | -56.8% | 0.00% | -100.0% |
| Q4 2019 | $12,000 | – | 287 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
| Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
| Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
| Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
| McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
| Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
| Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
| Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
| Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
| Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |