SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,204 | +22.7% | 1,987 | +26.2% | 0.00% | 0.0% |
| Q2 2023 | $90,642 | +8.9% | 1,574 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $83,206 | +5.3% | 1,515 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $78,984 | +163.3% | 1,478 | +136.1% | 0.00% | – |
| Q3 2022 | $30,000 | -6.2% | 626 | 0.0% | 0.00% | – |
| Q2 2022 | $32,000 | -13.5% | 626 | 0.0% | 0.00% | – |
| Q1 2022 | $37,000 | +2.8% | 626 | +3.1% | 0.00% | -100.0% |
| Q4 2021 | $36,000 | +500.0% | 607 | +405.8% | 0.00% | – |
| Q3 2021 | $6,000 | -14.3% | 120 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | +250.0% | 120 | +275.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 32 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -97.1% | 32 | -96.3% | 0.00% | -100.0% |
| Q3 2018 | $35,000 | -22.2% | 876 | -34.3% | 0.00% | -50.0% |
| Q2 2017 | $45,000 | 0.0% | 1,333 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $45,000 | – | 1,333 | – | 0.00% | – |
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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% |