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 | $1,511 | -2.8% | 27 | 0.0% | 0.00% | – |
| Q2 2023 | $1,554 | +4.8% | 27 | 0.0% | 0.00% | – |
| Q1 2023 | $1,483 | +2.8% | 27 | 0.0% | 0.00% | – |
| Q4 2022 | $1,443 | +44.3% | 27 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -75.0% | 27 | -68.6% | 0.00% | – |
| Q2 2022 | $4,000 | -97.5% | 86 | -96.8% | 0.00% | -100.0% |
| Q1 2022 | $158,000 | 0.0% | 2,701 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $158,000 | +7.5% | 2,701 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $147,000 | -1.3% | 2,701 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $149,000 | +4.2% | 2,701 | +1.0% | 0.01% | +50.0% |
| Q1 2021 | $143,000 | +3.6% | 2,674 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $138,000 | +36.6% | 2,674 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $101,000 | +6.3% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $95,000 | +15.9% | 2,674 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $82,000 | -28.1% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $114,000 | +8.6% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $105,000 | +1.0% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $104,000 | – | 2,674 | – | 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% |