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 | $2,812,811 | +30.6% | 50,256 | +34.4% | 0.02% | +20.0% |
| Q2 2023 | $2,153,214 | +15.7% | 37,402 | +10.3% | 0.02% | +7.1% |
| Q1 2023 | $1,861,491 | -3.9% | 33,895 | -6.5% | 0.01% | -12.5% |
| Q4 2022 | $1,936,695 | +71.5% | 36,241 | +53.3% | 0.02% | +14.3% |
| Q3 2022 | $1,129,000 | +5.8% | 23,642 | +12.7% | 0.01% | 0.0% |
| Q2 2022 | $1,067,000 | -20.3% | 20,976 | -8.3% | 0.01% | -12.5% |
| Q1 2022 | $1,339,000 | +7.4% | 22,882 | +7.5% | 0.02% | +6.7% |
| Q4 2021 | $1,247,000 | +2087.7% | 21,279 | +1272.8% | 0.02% | +650.0% |
| Q2 2020 | $57,000 | -92.0% | 1,550 | -93.8% | 0.00% | -95.6% |
| Q4 2015 | $712,000 | +8.9% | 24,850 | +3.5% | 0.04% | 0.0% |
| Q3 2015 | $654,000 | – | 24,000 | – | 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% |