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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $237 | +54.9% | 4,328 | +50.7% | 0.00% | 0.0% |
| Q4 2022 | $153 | -99.8% | 2,872 | +95.2% | 0.00% | – |
| Q3 2022 | $70,000 | -36.4% | 1,471 | -32.1% | 0.00% | -100.0% |
| Q2 2022 | $110,000 | -68.0% | 2,166 | -63.3% | 0.00% | -50.0% |
| Q1 2022 | $344,000 | +186.7% | 5,895 | +187.4% | 0.00% | +100.0% |
| Q4 2021 | $120,000 | +27.7% | 2,051 | +17.6% | 0.00% | – |
| Q3 2021 | $94,000 | +19.0% | 1,744 | +20.4% | 0.00% | – |
| Q2 2021 | $79,000 | +9.7% | 1,449 | +2.4% | 0.00% | – |
| Q1 2021 | $72,000 | +16.1% | 1,415 | +3.0% | 0.00% | – |
| Q4 2020 | $62,000 | +17.0% | 1,374 | 0.0% | 0.00% | – |
| Q3 2020 | $53,000 | +3.9% | 1,374 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $51,000 | -44.0% | 1,374 | -52.9% | 0.00% | 0.0% |
| Q1 2020 | $91,000 | +54.2% | 2,917 | +112.3% | 0.00% | 0.0% |
| Q4 2019 | $59,000 | +9.3% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $54,000 | 0.0% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $54,000 | – | 1,374 | – | 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% |