SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,904,928 | +1.0% | 51,902 | +3.9% | 0.13% | -3.7% |
| Q2 2023 | $2,874,983 | +44.8% | 49,939 | +38.1% | 0.14% | +47.8% |
| Q1 2023 | $1,985,864 | +53.9% | 36,159 | +49.7% | 0.09% | +53.3% |
| Q4 2022 | $1,290,416 | +9.0% | 24,147 | -2.6% | 0.06% | 0.0% |
| Q3 2022 | $1,184,000 | -11.6% | 24,794 | -5.8% | 0.06% | +1.7% |
| Q2 2022 | $1,339,000 | -22.3% | 26,308 | -10.7% | 0.06% | -6.3% |
| Q1 2022 | $1,723,000 | +9.5% | 29,447 | +9.6% | 0.06% | +1.6% |
| Q4 2021 | $1,574,000 | +7.3% | 26,858 | -1.2% | 0.06% | -3.1% |
| Q3 2021 | $1,467,000 | – | 27,196 | – | 0.06% | – |
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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% |