SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,894 | +21.2% | 9,128 | +24.6% | 0.09% | +23.9% |
| Q2 2023 | $421,700 | +11.0% | 7,325 | +5.9% | 0.07% | +7.6% |
| Q1 2023 | $379,937 | -13.0% | 6,918 | -15.3% | 0.07% | -15.4% |
| Q4 2022 | $436,605 | -2.5% | 8,170 | -13.0% | 0.08% | -9.3% |
| Q3 2022 | $448,000 | +0.9% | 9,388 | +7.7% | 0.09% | +8.9% |
| Q2 2022 | $444,000 | +22.7% | 8,718 | +41.0% | 0.08% | +38.6% |
| Q1 2022 | $362,000 | +6.8% | 6,181 | +8.8% | 0.06% | +9.6% |
| Q4 2021 | $339,000 | +68.7% | 5,682 | +52.7% | 0.05% | +57.6% |
| Q3 2021 | $201,000 | +240.7% | 3,721 | +146.6% | 0.03% | +32.0% |
| Q2 2019 | $59,000 | +90.3% | 1,509 | +86.1% | 0.02% | +78.6% |
| Q1 2019 | $31,000 | – | 811 | – | 0.01% | – |
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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% |