SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $216 | -99.9% | 4,042 | +0.7% | 0.11% | -9.5% |
| Q2 2022 | $204,000 | -12.8% | 4,012 | +0.4% | 0.13% | +1.6% |
| Q1 2022 | $234,000 | 0.0% | 3,997 | +0.3% | 0.12% | +6.0% |
| Q4 2021 | $234,000 | +9.3% | 3,986 | +0.3% | 0.12% | +3.5% |
| Q3 2021 | $214,000 | -1.4% | 3,973 | +0.3% | 0.11% | -4.2% |
| Q2 2021 | $217,000 | +6.4% | 3,961 | +0.3% | 0.12% | +2.6% |
| Q1 2021 | $204,000 | -51.8% | 3,951 | -63.5% | 0.12% | -63.4% |
| Q2 2019 | $423,000 | +2.9% | 10,821 | 0.0% | 0.31% | +1.0% |
| Q1 2019 | $411,000 | +12.3% | 10,821 | +0.5% | 0.31% | +1.3% |
| Q4 2018 | $366,000 | -13.5% | 10,769 | +0.9% | 0.31% | -19.6% |
| Q3 2018 | $423,000 | +6.5% | 10,670 | +0.5% | 0.38% | +5.2% |
| Q2 2018 | $397,000 | +2.8% | 10,620 | 0.0% | 0.36% | -0.5% |
| Q1 2018 | $386,000 | -2.5% | 10,620 | +0.4% | 0.36% | -3.7% |
| Q4 2017 | $396,000 | – | 10,575 | – | 0.38% | – |
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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% |