SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 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% |