SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $351 | -6.9% | 6,278 | -4.0% | 0.00% | 0.0% |
Q2 2023 | $377 | +8.0% | 6,540 | +2.8% | 0.00% | 0.0% |
Q1 2023 | $349 | +6.1% | 6,359 | +3.2% | 0.00% | 0.0% |
Q4 2022 | $329 | -99.9% | 6,159 | +19.6% | 0.00% | 0.0% |
Q3 2022 | $246,000 | -2.8% | 5,150 | +4.8% | 0.00% | 0.0% |
Q2 2022 | $253,000 | -18.1% | 4,912 | -7.1% | 0.00% | 0.0% |
Q1 2022 | $309,000 | +7.3% | 5,290 | +7.7% | 0.00% | 0.0% |
Q4 2021 | $288,000 | +10.3% | 4,912 | +1.5% | 0.00% | 0.0% |
Q3 2021 | $261,000 | -1.5% | 4,838 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $265,000 | +1.9% | 4,838 | -3.7% | 0.00% | 0.0% |
Q1 2021 | $260,000 | -28.0% | 5,024 | -44.9% | 0.00% | -66.7% |
Q3 2019 | $361,000 | -9.3% | 9,126 | -10.2% | 0.00% | 0.0% |
Q2 2019 | $398,000 | +7.3% | 10,165 | +4.0% | 0.00% | 0.0% |
Q1 2019 | $371,000 | +1.4% | 9,775 | +5.8% | 0.00% | 0.0% |
Q3 2018 | $366,000 | +4.3% | 9,236 | -4.3% | 0.00% | -25.0% |
Q1 2018 | $351,000 | +67.9% | 9,654 | +73.3% | 0.00% | +100.0% |
Q4 2017 | $209,000 | – | 5,571 | – | 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% |