SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $390,053 | -41.3% | 6,969 | -50.0% | 0.02% | +20.0% |
Q2 2023 | $664,036 | +152.5% | 13,938 | +99.9% | 0.02% | +36.4% |
Q1 2023 | $263,022 | +89976.0% | 6,974 | -9.9% | 0.01% | +37.5% |
Q4 2022 | $292 | -100.0% | 7,740 | -86.7% | 0.01% | -86.0% |
Q3 2022 | $2,196,000 | +1.3% | 58,208 | +1.2% | 0.06% | -16.2% |
Q2 2022 | $2,168,000 | -41.5% | 57,526 | -41.5% | 0.07% | +47.8% |
Q1 2022 | $3,706,000 | +71.3% | 98,264 | +165.9% | 0.05% | +9.5% |
Q4 2021 | $2,164,000 | +667.4% | 36,952 | +601.2% | 0.04% | +600.0% |
Q3 2021 | $282,000 | +587.8% | 5,270 | +596.2% | 0.01% | +500.0% |
Q2 2021 | $41,000 | +1266.7% | 757 | +1161.7% | 0.00% | – |
Q1 2021 | $3,000 | -93.0% | 60 | -93.7% | 0.00% | -100.0% |
Q4 2020 | $43,000 | +2050.0% | 951 | +1485.0% | 0.00% | – |
Q3 2020 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
Q2 2020 | $2,000 | -88.9% | 60 | -89.3% | 0.00% | -100.0% |
Q1 2020 | $18,000 | -25.0% | 560 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $24,000 | +9.1% | 560 | 0.0% | 0.00% | +100.0% |
Q3 2019 | $22,000 | +57.1% | 560 | +47.4% | 0.00% | -50.0% |
Q1 2019 | $14,000 | -36.4% | 380 | -43.1% | 0.00% | +100.0% |
Q4 2018 | $22,000 | -94.8% | 668 | -93.8% | 0.00% | -94.1% |
Q3 2018 | $426,000 | +17.4% | 10,741 | +10.4% | 0.02% | +13.3% |
Q2 2018 | $363,000 | +12000.0% | 9,730 | +10592.3% | 0.02% | – |
Q3 2017 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
Q2 2017 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
Q1 2017 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
Q4 2016 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
Q3 2016 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
Q2 2016 | $3,000 | -78.6% | 91 | -76.1% | 0.00% | -100.0% |
Q1 2016 | $14,000 | +1300.0% | 380 | +660.0% | 0.00% | – |
Q4 2015 | $1,000 | – | 50 | – | 0.00% | – |
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% |