SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,211 | -4.7% | 21,628 | -2.1% | 0.02% | 0.0% |
| Q2 2023 | $1,271 | +0.6% | 22,081 | -4.0% | 0.02% | -5.3% |
| Q1 2023 | $1,263 | -8.4% | 22,997 | -10.9% | 0.02% | 0.0% |
| Q4 2022 | $1,379 | -99.8% | 25,800 | +48.3% | 0.02% | +26.7% |
| Q3 2022 | $831,000 | -40.0% | 17,395 | -36.1% | 0.02% | -37.5% |
| Q2 2022 | $1,385,000 | -18.8% | 27,204 | -6.7% | 0.02% | -4.0% |
| Q1 2022 | $1,706,000 | +58.1% | 29,155 | +58.3% | 0.02% | +31.6% |
| Q4 2021 | $1,079,000 | -40.2% | 18,417 | -44.9% | 0.02% | -45.7% |
| Q3 2021 | $1,804,000 | -4.1% | 33,440 | -2.8% | 0.04% | -5.4% |
| Q2 2021 | $1,882,000 | -27.1% | 34,388 | -31.1% | 0.04% | -31.5% |
| Q1 2021 | $2,581,000 | +12.2% | 49,944 | -1.6% | 0.05% | +1.9% |
| Q4 2020 | $2,300,000 | +17.4% | 50,775 | +0.4% | 0.05% | +3.9% |
| Q3 2020 | $1,959,000 | +13.0% | 50,573 | +7.4% | 0.05% | +2.0% |
| Q2 2020 | $1,734,000 | +1.9% | 47,079 | -13.3% | 0.05% | -9.1% |
| Q1 2020 | $1,702,000 | -39.3% | 54,319 | -17.3% | 0.06% | -22.5% |
| Q4 2019 | $2,804,000 | +29.9% | 65,706 | +20.4% | 0.07% | +2.9% |
| Q3 2019 | $2,158,000 | +166.4% | 54,552 | +163.5% | 0.07% | +165.4% |
| Q2 2019 | $810,000 | +36.1% | 20,706 | +32.1% | 0.03% | +4.0% |
| Q1 2019 | $595,000 | +28.5% | 15,679 | +15.1% | 0.02% | +13.6% |
| Q4 2018 | $463,000 | -2.9% | 13,618 | +13.3% | 0.02% | -8.3% |
| Q3 2018 | $477,000 | +22.3% | 12,024 | +15.0% | 0.02% | +20.0% |
| Q2 2018 | $390,000 | – | 10,455 | – | 0.02% | – |
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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% |