SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,387,558 | +7.1% | 20,716 | +7.8% | 0.13% | 0.0% |
| Q1 2024 | $1,295,101 | +8.8% | 19,218 | 0.0% | 0.13% | -10.3% |
| Q4 2023 | $1,190,363 | +10.7% | 19,218 | 0.0% | 0.14% | -4.6% |
| Q3 2023 | $1,075,631 | -2.8% | 19,218 | 0.0% | 0.15% | +0.7% |
| Q2 2023 | $1,106,380 | +4.8% | 19,218 | 0.0% | 0.15% | -3.8% |
| Q1 2023 | $1,055,453 | +2.8% | 19,218 | 0.0% | 0.16% | -12.8% |
| Q4 2022 | $1,027,010 | +11.9% | 19,218 | 0.0% | 0.18% | -1.1% |
| Q3 2022 | $918,000 | -6.1% | 19,218 | 0.0% | 0.18% | -6.7% |
| Q2 2022 | $978,000 | – | 19,218 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 903,526 | $33,286,000 | 15.42% |
| Glassman Wealth Services | 1,241,000 | $45,718,000 | 14.21% |
| Arlington Financial Advisors, LLC | 578,960 | $21,329,000 | 12.06% |
| McAdam, LLC | 1,292,714 | $47,624,000 | 10.12% |
| Charles Schwab Investment Advisory, Inc. | 78,154,368 | $2,879,207,000 | 7.26% |
| Consolidated Planning Corp | 161,051 | $5,933,000 | 5.82% |
| Opes Wealth Management LLC | 301,480 | $11,107,000 | 5.66% |
| Resonant Capital Advisors, LLC | 471,190 | $17,359,000 | 5.04% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 691,553 | $25,477,000 | 4.32% |
| White Pine Investment CO | 194,681 | $7,172,000 | 3.54% |