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 | $1,077,760 | -2.7% | 19,256 | +0.0% | 0.50% | -8.2% |
| Q2 2023 | $1,108,051 | -5.6% | 19,247 | -9.9% | 0.55% | -16.7% |
| Q1 2023 | $1,173,388 | -7.1% | 21,365 | -9.6% | 0.66% | -13.1% |
| Q4 2022 | $1,262,809 | +7.4% | 23,630 | -4.0% | 0.76% | +3.7% |
| Q3 2022 | $1,176,000 | -6.7% | 24,619 | -0.6% | 0.73% | -4.6% |
| Q2 2022 | $1,261,000 | -12.7% | 24,764 | +0.2% | 0.76% | -3.3% |
| Q1 2022 | $1,445,000 | -0.1% | 24,708 | +0.2% | 0.79% | -11.7% |
| Q4 2021 | $1,446,000 | +8.5% | 24,670 | -0.2% | 0.90% | -16.2% |
| Q3 2021 | $1,333,000 | -1.6% | 24,710 | -0.1% | 1.07% | -2.4% |
| Q2 2021 | $1,354,000 | +20.8% | 24,745 | 0.0% | 1.09% | +1.8% |
| Q4 2020 | $1,121,000 | – | 24,745 | – | 1.08% | – |
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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% |