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 | $257 | -9.2% | 4,592 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $283 | +177.5% | 4,910 | +164.1% | 0.00% | +100.0% |
| Q1 2023 | $102 | -36.6% | 1,859 | -38.2% | 0.00% | 0.0% |
| Q4 2022 | $161 | -99.8% | 3,010 | +87.1% | 0.00% | 0.0% |
| Q3 2022 | $77,000 | -13.5% | 1,609 | -7.8% | 0.00% | 0.0% |
| Q2 2022 | $89,000 | +6.0% | 1,745 | +20.9% | 0.00% | 0.0% |
| Q1 2022 | $84,000 | -2.3% | 1,443 | -1.7% | 0.00% | 0.0% |
| Q4 2021 | $86,000 | +11.7% | 1,468 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $77,000 | -33.6% | 1,401 | -58.9% | 0.00% | -66.7% |
| Q4 2018 | $116,000 | +78.5% | 3,411 | +109.0% | 0.00% | +50.0% |
| Q3 2018 | $65,000 | +25.0% | 1,632 | +16.5% | 0.00% | 0.0% |
| Q2 2018 | $52,000 | – | 1,401 | – | 0.00% | – |
Download | ||||||
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% |