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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,522,799 | -39.7% | 45,074 | -38.0% | 1.70% | -38.2% |
| Q2 2023 | $4,185,281 | +73.7% | 72,699 | +65.7% | 2.75% | +40.2% |
| Q1 2023 | $2,409,465 | -45.1% | 43,872 | -46.6% | 1.96% | -28.0% |
| Q4 2022 | $4,387,668 | +7.9% | 82,105 | -3.5% | 2.73% | +1.8% |
| Q3 2022 | $4,065,000 | +56.9% | 85,120 | +67.2% | 2.68% | +79.9% |
| Q2 2022 | $2,591,000 | +23.1% | 50,902 | +41.5% | 1.49% | +42.6% |
| Q1 2022 | $2,105,000 | +210.9% | 35,974 | +211.7% | 1.04% | +206.5% |
| Q4 2021 | $677,000 | +1474.4% | 11,542 | +1330.2% | 0.34% | +1211.5% |
| Q1 2021 | $43,000 | +13.2% | 807 | +0.4% | 0.03% | -10.3% |
| Q4 2020 | $38,000 | – | 804 | – | 0.03% | – |
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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% |