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 | $427,806 | -30.0% | 7,643 | -28.0% | 0.01% | -25.0% |
Q2 2023 | $611,179 | +35.0% | 10,616 | +28.8% | 0.01% | +33.3% |
Q1 2023 | $452,599 | +0.4% | 8,241 | -2.3% | 0.01% | 0.0% |
Q4 2022 | $450,813 | +17.1% | 8,436 | +4.7% | 0.01% | 0.0% |
Q3 2022 | $385,000 | -3.0% | 8,057 | +3.2% | 0.01% | 0.0% |
Q2 2022 | $397,000 | -12.2% | 7,804 | +1.0% | 0.01% | 0.0% |
Q1 2022 | $452,000 | +6.6% | 7,726 | +6.7% | 0.01% | +20.0% |
Q4 2021 | $424,000 | +28.1% | 7,238 | +17.9% | 0.01% | +25.0% |
Q3 2021 | $331,000 | +21.2% | 6,138 | +23.2% | 0.00% | 0.0% |
Q2 2021 | $273,000 | +2.2% | 4,984 | -3.7% | 0.00% | 0.0% |
Q1 2021 | $267,000 | -50.8% | 5,173 | -62.3% | 0.00% | -63.6% |
Q3 2019 | $543,000 | +168.8% | 13,721 | +164.8% | 0.01% | +175.0% |
Q2 2019 | $202,000 | -57.5% | 5,182 | -63.0% | 0.00% | -66.7% |
Q4 2018 | $475,000 | +136.3% | 14,023 | +152.9% | 0.01% | +140.0% |
Q1 2018 | $201,000 | – | 5,544 | – | 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% |