SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 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% |