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. | 889,529 | $34,451,000 | 15.65% |
Glassman Wealth Services | 1,223,802 | $47,398,000 | 13.05% |
Planned Solutions, Inc. | 332,993 | $12,897,000 | 12.60% |
Arlington Financial Advisors, LLC | 568,491 | $22,018,000 | 11.28% |
McAdam, LLC | 1,349,024 | $52,248,000 | 9.93% |
Charles Schwab Investment Advisory, Inc. | 78,675,596 | $3,047,106,000 | 7.25% |
Resonant Capital Advisors, LLC | 501,903 | $19,439,000 | 5.54% |
Opes Wealth Management LLC | 265,766 | $10,293,000 | 4.92% |
Consolidated Planning Corp | 160,058 | $6,199,000 | 4.62% |
Your Advocates Ltd., LLP | 151,243 | $5,858,000 | 4.60% |