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 | $643,762 | +3.7% | 11,502 | +6.7% | 0.01% | 0.0% |
| Q2 2023 | $620,578 | +3.4% | 10,780 | -4.0% | 0.01% | -18.2% |
| Q1 2023 | $599,924 | 0.0% | 11,226 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $599,924 | +15.1% | 11,226 | +2.8% | 0.01% | 0.0% |
| Q3 2022 | $521,000 | -12.1% | 10,919 | -6.3% | 0.01% | -8.3% |
| Q2 2022 | $593,000 | +43.6% | 11,649 | +65.0% | 0.01% | +50.0% |
| Q1 2022 | $413,000 | +29.1% | 7,060 | +29.1% | 0.01% | +33.3% |
| Q4 2021 | $320,000 | -0.6% | 5,467 | -8.3% | 0.01% | -14.3% |
| Q3 2021 | $322,000 | -29.5% | 5,962 | -28.5% | 0.01% | -36.4% |
| Q2 2021 | $457,000 | +47.9% | 8,344 | +39.5% | 0.01% | -26.7% |
| Q1 2021 | $309,000 | +49.3% | 5,983 | +31.1% | 0.02% | +36.4% |
| Q4 2020 | $207,000 | – | 4,563 | – | 0.01% | – |
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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% |