SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $40,000 | -4.8% | 834 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $42,000 | -14.3% | 834 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $49,000 | 0.0% | 834 | 0.0% | 0.03% | +8.0% |
| Q4 2021 | $49,000 | -14.0% | 834 | -21.6% | 0.02% | -21.9% |
| Q3 2021 | $57,000 | +159.1% | 1,064 | +165.3% | 0.03% | +146.2% |
| Q2 2021 | $22,000 | +83.3% | 401 | +75.9% | 0.01% | +85.7% |
| Q1 2021 | $12,000 | +20.0% | 228 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | -23.1% | 227 | -31.4% | 0.01% | -22.2% |
| Q3 2020 | $13,000 | +8.3% | 331 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | -25.0% | 330 | -36.7% | 0.01% | -25.0% |
| Q1 2020 | $16,000 | -46.7% | 521 | -26.2% | 0.01% | -36.8% |
| Q4 2019 | $30,000 | – | 706 | – | 0.02% | – |
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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% |