SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $222,000 | 0.0% | 3,793 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $222,000 | +8.3% | 3,793 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $205,000 | -5.5% | 3,793 | -4.4% | 0.02% | -10.7% |
| Q2 2021 | $217,000 | -2.7% | 3,969 | -8.2% | 0.03% | -6.7% |
| Q1 2021 | $223,000 | +8.8% | 4,322 | -18.5% | 0.03% | -6.2% |
| Q3 2020 | $205,000 | -1.0% | 5,300 | -5.6% | 0.03% | -15.8% |
| Q2 2020 | $207,000 | -3.7% | 5,615 | +11.6% | 0.04% | 0.0% |
| Q4 2019 | $215,000 | +4.9% | 5,033 | -10.7% | 0.04% | -32.1% |
| Q1 2018 | $205,000 | – | 5,639 | – | 0.06% | – |
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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% |