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 | $3,651,167 | -2.9% | 65,234 | -0.2% | 0.18% | +2.3% |
| Q2 2023 | $3,761,701 | +5.1% | 65,341 | +0.3% | 0.17% | -6.5% |
| Q1 2023 | $3,579,295 | +3.3% | 65,173 | +0.5% | 0.18% | -0.5% |
| Q4 2022 | $3,466,119 | +21.3% | 64,860 | +8.4% | 0.19% | +7.5% |
| Q3 2022 | $2,857,000 | +44.7% | 59,821 | +54.3% | 0.17% | +55.9% |
| Q2 2022 | $1,974,000 | -3.8% | 38,779 | +10.6% | 0.11% | +7.8% |
| Q1 2022 | $2,051,000 | +124.9% | 35,051 | +125.2% | 0.10% | +134.1% |
| Q4 2021 | $912,000 | – | 15,566 | – | 0.04% | – |
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% |