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 | $208,545 | +19.9% | 3,726 | +23.3% | 0.02% | +18.8% |
| Q2 2023 | $173,977 | +4.8% | 3,022 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $165,969 | +2.8% | 3,022 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $161,496 | +17.9% | 3,022 | +5.4% | 0.02% | +6.7% |
| Q3 2022 | $137,000 | -6.2% | 2,868 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $146,000 | -25.1% | 2,868 | -14.0% | 0.02% | -16.7% |
| Q1 2022 | $195,000 | +1047.1% | 3,334 | +979.0% | 0.02% | +800.0% |
| Q3 2021 | $17,000 | -79.3% | 309 | -79.3% | 0.00% | -75.0% |
| Q2 2021 | $82,000 | +412.5% | 1,495 | +383.8% | 0.01% | +300.0% |
| Q1 2021 | $16,000 | +14.3% | 309 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +16.7% | 309 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 309 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +10.0% | 309 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -23.1% | 309 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 309 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 309 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | – | 309 | – | 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% |