FOSTER & MOTLEY INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FOSTER & MOTLEY INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$219,000
-35.0%
6,203
-31.1%
0.02%
-34.6%
Q4 2021$337,000
-24.6%
9,009
-22.0%
0.03%
-29.7%
Q3 2021$447,000
-20.9%
11,551
-19.7%
0.04%
-21.3%
Q2 2021$565,000
-13.2%
14,385
-17.2%
0.05%
-13.0%
Q1 2021$651,000
-18.6%
17,367
-24.5%
0.05%
-29.9%
Q4 2020$800,000
-38.8%
22,992
-47.4%
0.08%
-50.0%
Q3 2020$1,308,000
-20.3%
43,737
-26.6%
0.15%
-24.9%
Q2 2020$1,641,000
-36.6%
59,591
-45.9%
0.20%
-46.9%
Q1 2020$2,588,000
-83.7%
110,234
-76.9%
0.39%
-80.6%
Q4 2019$15,851,000
+4.0%
476,726
-3.9%
1.99%
-4.4%
Q3 2019$15,246,000
+4.8%
496,122
+6.5%
2.08%
+1.8%
Q2 2019$14,548,000
+6.8%
465,973
+6.3%
2.04%
+3.9%
Q1 2019$13,626,000
+23.2%
438,558
+12.4%
1.96%
+11.0%
Q4 2018$11,058,000
+1.9%
390,031
+24.1%
1.77%
+8.7%
Q3 2018$10,856,000
+18.1%
314,389
+19.3%
1.63%
+11.1%
Q2 2018$9,192,000
+27.4%
263,601
+30.9%
1.47%
+24.8%
Q1 2018$7,213,000
+282.0%
201,390
+283.6%
1.18%
+289.1%
Q4 2017$1,888,00052,4970.30%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Resource Planning Group 180,175$5,790,8234.91%
Prairiewood Capital, LLC 182,152$5,854,3703.80%
RF&L WEALTH MANAGEMENT, LLC 96,452$3,099,9672.88%
Charles Schwab Investment Advisory, Inc. 55,089,039$1,770,561,7202.80%
Wade Financial Advisory, Inc 180,158$5,790,2742.48%
COLLECTIVE FAMILY OFFICE LLC 188,111$6,045,8882.36%
Shilanski & Associates, Inc. 147,426$4,738,2781.93%
Shore Point Advisors, LLC 75,255$2,418,7051.75%
Cherry Tree Wealth Management, LLC 167,505$5,383,6001.58%
Opes Wealth Management LLC 160,120$5,146,2801.43%
View complete list of SCHWAB STRATEGIC TR shareholders