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 | $352,219 | +133.3% | 6,293 | +140.0% | 0.00% | – |
Q2 2023 | $150,949 | -45.7% | 2,622 | -48.2% | 0.00% | – |
Q1 2023 | $277,895 | +2.8% | 5,060 | 0.0% | 0.00% | – |
Q4 2022 | $270,406 | +11.3% | 5,060 | -0.4% | 0.00% | -100.0% |
Q3 2022 | $243,000 | -5.8% | 5,078 | +0.4% | 0.00% | 0.0% |
Q2 2022 | $258,000 | -89.2% | 5,060 | -87.6% | 0.00% | -75.0% |
Q1 2022 | $2,384,000 | +129.0% | 40,745 | +129.4% | 0.00% | +100.0% |
Q4 2021 | $1,041,000 | +281.3% | 17,759 | +251.0% | 0.00% | +100.0% |
Q3 2021 | $273,000 | -22.4% | 5,060 | -21.3% | 0.00% | 0.0% |
Q2 2021 | $352,000 | +5.7% | 6,427 | -0.3% | 0.00% | 0.0% |
Q1 2021 | $333,000 | +72.5% | 6,444 | +51.3% | 0.00% | – |
Q4 2020 | $193,000 | +310.6% | 4,260 | +230.5% | 0.00% | – |
Q2 2020 | $47,000 | -20.3% | 1,289 | -31.8% | 0.00% | – |
Q1 2020 | $59,000 | -27.2% | 1,889 | 0.0% | 0.00% | – |
Q4 2019 | $81,000 | -2.4% | 1,889 | -10.4% | 0.00% | – |
Q3 2019 | $83,000 | +66.0% | 2,108 | +63.5% | 0.00% | – |
Q2 2019 | $50,000 | -10.7% | 1,289 | -13.0% | 0.00% | – |
Q1 2019 | $56,000 | -12.5% | 1,482 | -21.4% | 0.00% | – |
Q4 2018 | $64,000 | -15.8% | 1,885 | -1.4% | 0.00% | – |
Q3 2018 | $76,000 | +7.0% | 1,912 | 0.0% | 0.00% | – |
Q2 2018 | $71,000 | -28.3% | 1,912 | -29.6% | 0.00% | – |
Q1 2018 | $99,000 | +9800.0% | 2,716 | +9959.3% | 0.00% | – |
Q4 2017 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q3 2017 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q2 2017 | $1,000 | -99.0% | 27 | -99.1% | 0.00% | – |
Q1 2017 | $102,000 | +4.1% | 3,027 | +0.9% | 0.00% | – |
Q4 2016 | $98,000 | +5.4% | 3,000 | 0.0% | 0.00% | – |
Q3 2016 | $93,000 | +2.2% | 3,000 | 0.0% | 0.00% | – |
Q2 2016 | $91,000 | +3.4% | 3,000 | 0.0% | 0.00% | – |
Q1 2016 | $88,000 | +2.3% | 3,000 | 0.0% | 0.00% | – |
Q4 2015 | $86,000 | +4.9% | 3,000 | 0.0% | 0.00% | – |
Q3 2015 | $82,000 | -7.9% | 3,000 | 0.0% | 0.00% | – |
Q2 2015 | $89,000 | -1.1% | 3,000 | 0.0% | 0.00% | – |
Q1 2015 | $90,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
Q4 2014 | $90,000 | +3.4% | 3,000 | 0.0% | 0.00% | – |
Q3 2014 | $87,000 | – | 3,000 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kelman-Lazarov, Inc. | 893,757 | $40,478,000 | 15.53% |
Glassman Wealth Services | 2,546,730 | $115,342,000 | 13.31% |
Planned Solutions, Inc. | 341,452 | $15,464,000 | 12.38% |
Arlington Financial Advisors, LLC | 589,028 | $26,677,000 | 11.25% |
McAdam, LLC | 1,408,027 | $65,896,000 | 10.09% |
Charles Schwab Investment Advisory, Inc. | 81,093,260 | $3,672,714,000 | 7.61% |
Prairiewood Capital, LLC | 153,437 | $6,949,000 | 7.10% |
Resonant Capital Advisors, LLC | 528,104 | $23,918,000 | 5.66% |
Opes Wealth Management LLC | 251,364 | $11,384,000 | 5.48% |
Your Advocates Ltd., LLP | 143,072 | $6,480,000 | 4.77% |