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 | $370,465 | -7.4% | 6,619 | -4.8% | 0.00% | – |
| Q2 2023 | $400,284 | +7.3% | 6,953 | +2.4% | 0.00% | – |
| Q1 2023 | $373,017 | -9.8% | 6,792 | -12.2% | 0.00% | – |
| Q4 2022 | $413,626 | +39.7% | 7,740 | +33.1% | 0.00% | – |
| Q2 2022 | $296,000 | -27.8% | 5,816 | -17.0% | 0.00% | – |
| Q1 2022 | $410,000 | +22.4% | 7,011 | +22.5% | 0.00% | – |
| Q4 2021 | $335,000 | +4.0% | 5,721 | -4.3% | 0.00% | – |
| Q3 2021 | $322,000 | +31.4% | 5,976 | +33.5% | 0.00% | – |
| Q2 2021 | $245,000 | +6.1% | 4,476 | 0.0% | 0.00% | – |
| Q1 2021 | $231,000 | -63.1% | 4,476 | -73.7% | 0.00% | – |
| Q2 2020 | $626,000 | – | 16,988 | – | 0.00% | – |
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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% |