SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $290,000 | +7.4% | 6,080 | +14.6% | 0.02% | +14.3% |
| Q2 2022 | $270,000 | -13.7% | 5,304 | -0.9% | 0.02% | +5.0% |
| Q1 2022 | $313,000 | -28.5% | 5,354 | -28.3% | 0.02% | -16.7% |
| Q4 2021 | $438,000 | +110.6% | 7,469 | +96.4% | 0.02% | +84.6% |
| Q2 2021 | $208,000 | -5.5% | 3,803 | -21.6% | 0.01% | -13.3% |
| Q4 2020 | $220,000 | -41.3% | 4,852 | -44.8% | 0.02% | -62.5% |
| Q4 2019 | $375,000 | +33.5% | 8,792 | +17.3% | 0.04% | -4.8% |
| Q4 2017 | $281,000 | – | 7,496 | – | 0.04% | – |
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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% |