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 | $1,105,867 | +7.1% | 19,758 | +10.2% | 0.04% | +10.8% |
| Q2 2023 | $1,032,112 | -23.8% | 17,927 | -27.3% | 0.04% | -17.8% |
| Q1 2023 | $1,354,793 | -17.2% | 24,668 | -19.4% | 0.04% | -22.4% |
| Q4 2022 | $1,635,916 | +10.0% | 30,612 | -1.7% | 0.06% | +1.8% |
| Q3 2022 | $1,487,000 | +36.0% | 31,131 | +45.0% | 0.06% | +50.0% |
| Q2 2022 | $1,093,000 | -19.4% | 21,470 | -7.4% | 0.04% | -7.3% |
| Q1 2022 | $1,356,000 | +20.1% | 23,183 | +20.3% | 0.04% | +32.3% |
| Q4 2021 | $1,129,000 | – | 19,266 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 893,757 | $40,478,000 | 15.53% |
| Glassman Wealth Services | 2,546,730 | $115,342,000 | 13.31% |
| Planned Solutions, Inc. | 341,452 | $15,464,000 | 12.38% |
| Arlington Financial Advisors, LLC | 589,028 | $26,677,000 | 11.25% |
| McAdam, LLC | 1,408,027 | $65,896,000 | 10.09% |
| Charles Schwab Investment Advisory, Inc. | 81,093,260 | $3,672,714,000 | 7.61% |
| Prairiewood Capital, LLC | 153,437 | $6,949,000 | 7.10% |
| Resonant Capital Advisors, LLC | 528,104 | $23,918,000 | 5.66% |
| Opes Wealth Management LLC | 251,364 | $11,384,000 | 5.48% |
| Your Advocates Ltd., LLP | 143,072 | $6,480,000 | 4.77% |