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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,844 | -2.8% | 20,848 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,200,073 | -47.4% | 20,845 | -49.8% | 0.00% | -50.0% |
| Q1 2023 | $2,281,004 | +0.5% | 41,533 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $2,270,773 | +5.8% | 42,492 | -5.4% | 0.00% | 0.0% |
| Q3 2022 | $2,146,000 | +76.6% | 44,930 | +88.2% | 0.00% | +100.0% |
| Q2 2022 | $1,215,000 | +49.1% | 23,869 | +71.3% | 0.00% | +100.0% |
| Q1 2022 | $815,000 | +22.7% | 13,935 | +23.0% | 0.00% | 0.0% |
| Q4 2021 | $664,000 | -95.7% | 11,328 | -96.0% | 0.00% | -96.0% |
| Q3 2021 | $15,351,000 | -1.1% | 284,544 | +0.3% | 0.02% | 0.0% |
| Q2 2021 | $15,517,000 | +4.7% | 283,568 | -1.2% | 0.02% | -3.8% |
| Q1 2021 | $14,825,000 | +3165.4% | 286,915 | +2766.0% | 0.03% | +2500.0% |
| Q4 2020 | $454,000 | -1.1% | 10,011 | -15.6% | 0.00% | 0.0% |
| Q3 2020 | $459,000 | +7.0% | 11,855 | +1.9% | 0.00% | 0.0% |
| Q2 2020 | $429,000 | +12.6% | 11,632 | -4.3% | 0.00% | 0.0% |
| Q1 2020 | $381,000 | -25.1% | 12,150 | +1.8% | 0.00% | 0.0% |
| Q4 2019 | $509,000 | – | 11,938 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
| Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
| Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
| Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
| McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
| Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
| Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
| Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
| Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
| Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |