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 | $334,962 | +88.8% | 5,985 | +94.2% | 0.00% | 0.0% |
| Q2 2023 | $177,437 | -41.0% | 3,082 | -43.7% | 0.00% | 0.0% |
| Q1 2023 | $300,661 | -2.6% | 5,475 | -5.2% | 0.00% | 0.0% |
| Q4 2022 | $308,560 | +14.3% | 5,774 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $270,000 | -10.3% | 5,647 | -4.5% | 0.00% | 0.0% |
| Q2 2022 | $301,000 | -25.5% | 5,916 | -14.3% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | +30.7% | 6,907 | +30.9% | 0.00% | 0.0% |
| Q4 2021 | $309,000 | +2990.0% | 5,276 | +2619.6% | 0.00% | – |
| Q3 2021 | $10,000 | -78.7% | 194 | -77.6% | 0.00% | – |
| Q2 2021 | $47,000 | +42.4% | 867 | +33.8% | 0.00% | – |
| Q1 2021 | $33,000 | -42.1% | 648 | -48.2% | 0.00% | – |
| Q4 2020 | $57,000 | -24.0% | 1,251 | -35.2% | 0.00% | – |
| Q3 2020 | $75,000 | +36.4% | 1,930 | +30.2% | 0.00% | – |
| Q2 2020 | $55,000 | +19.6% | 1,482 | 0.0% | 0.00% | – |
| Q1 2020 | $46,000 | +4.5% | 1,482 | +43.1% | 0.00% | – |
| Q4 2019 | $44,000 | +2.3% | 1,036 | -4.1% | 0.00% | – |
| Q3 2019 | $43,000 | +13.2% | 1,080 | +10.3% | 0.00% | – |
| Q2 2019 | $38,000 | -90.2% | 979 | -90.5% | 0.00% | -100.0% |
| Q1 2019 | $389,000 | +9.3% | 10,253 | -2.1% | 0.00% | -33.3% |
| Q4 2018 | $356,000 | +2273.3% | 10,469 | +2584.4% | 0.00% | – |
| Q3 2018 | $15,000 | -16.7% | 390 | -17.4% | 0.00% | – |
| Q2 2018 | $18,000 | +28.6% | 472 | +18.9% | 0.00% | – |
| Q1 2018 | $14,000 | – | 397 | – | 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% |