SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $526,488 | -2.4% | 7,860 | -3.1% | 0.15% | -4.5% |
| Q1 2024 | $539,679 | +6.1% | 8,109 | +0.0% | 0.16% | +2.6% |
| Q4 2023 | $508,589 | +15.5% | 8,105 | +3.1% | 0.15% | +6.2% |
| Q3 2023 | $440,148 | -7.7% | 7,864 | -5.0% | 0.14% | -2.0% |
| Q2 2023 | $476,622 | +5.2% | 8,279 | +0.3% | 0.15% | +7.3% |
| Q1 2023 | $453,255 | -50.2% | 8,253 | -50.1% | 0.14% | -39.4% |
| Q4 2022 | $909,810 | – | 16,539 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 903,526 | $33,286,000 | 15.42% |
| Glassman Wealth Services | 1,241,000 | $45,718,000 | 14.21% |
| Arlington Financial Advisors, LLC | 578,960 | $21,329,000 | 12.06% |
| McAdam, LLC | 1,292,714 | $47,624,000 | 10.12% |
| Charles Schwab Investment Advisory, Inc. | 78,154,368 | $2,879,207,000 | 7.26% |
| Consolidated Planning Corp | 161,051 | $5,933,000 | 5.82% |
| Opes Wealth Management LLC | 301,480 | $11,107,000 | 5.66% |
| Resonant Capital Advisors, LLC | 471,190 | $17,359,000 | 5.04% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 691,553 | $25,477,000 | 4.32% |
| White Pine Investment CO | 194,681 | $7,172,000 | 3.54% |