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 | $20,123,347 | -1.9% | 359,538 | +0.9% | 2.15% | -3.8% |
| Q2 2023 | $20,519,541 | +7.4% | 356,428 | +2.4% | 2.23% | +2.8% |
| Q1 2023 | $19,109,262 | +11.4% | 347,947 | +8.4% | 2.17% | +1.4% |
| Q4 2022 | $17,150,708 | +11.7% | 320,934 | -0.1% | 2.14% | -8.3% |
| Q3 2022 | $15,351,000 | +0.5% | 321,414 | +7.1% | 2.33% | -2.2% |
| Q2 2022 | $15,276,000 | -11.8% | 300,111 | +1.5% | 2.39% | -7.1% |
| Q1 2022 | $17,317,000 | +2.5% | 295,564 | +2.6% | 2.57% | +1.1% |
| Q4 2021 | $16,890,000 | +12.9% | 288,141 | +3.9% | 2.54% | -2.4% |
| Q3 2021 | $14,957,000 | -53.6% | 277,233 | -52.9% | 2.60% | -58.2% |
| Q2 2021 | $32,213,000 | +11.2% | 588,680 | +5.0% | 6.23% | +4.5% |
| Q1 2021 | $28,977,000 | +21.2% | 560,811 | +6.2% | 5.96% | +5.2% |
| Q4 2020 | $23,918,000 | +23.0% | 528,104 | +5.2% | 5.66% | +2.2% |
| Q3 2020 | $19,439,000 | +12.0% | 501,903 | +6.5% | 5.54% | +9.9% |
| Q2 2020 | $17,359,000 | +100.0% | 471,190 | +70.1% | 5.04% | +59.3% |
| Q1 2020 | $8,680,000 | -2.8% | 277,049 | +32.4% | 3.16% | +12.3% |
| Q4 2019 | $8,931,000 | – | 209,258 | – | 2.82% | – |
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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% |