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 | $1,228,094 | +18.1% | 21,942 | +21.5% | 0.69% | +17.7% |
| Q2 2023 | $1,039,829 | +3.2% | 18,062 | -1.6% | 0.59% | -9.0% |
| Q1 2023 | $1,007,892 | +24.1% | 18,352 | +20.8% | 0.65% | +16.4% |
| Q4 2022 | $811,860 | +12.8% | 15,192 | +0.7% | 0.56% | +5.7% |
| Q3 2022 | $720,000 | +55.2% | 15,082 | +65.5% | 0.53% | +61.8% |
| Q2 2022 | $464,000 | – | 9,112 | – | 0.32% | – |
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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% |