SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,759 | -11.9% | 7,410 | -9.4% | 0.01% | -14.3% |
| Q2 2023 | $470,819 | +20.5% | 8,178 | +14.9% | 0.01% | +16.7% |
| Q1 2023 | $390,881 | +9.5% | 7,117 | +6.6% | 0.01% | 0.0% |
| Q4 2022 | $356,940 | +10.5% | 6,679 | -1.2% | 0.01% | 0.0% |
| Q3 2022 | $323,000 | -64.0% | 6,760 | -61.6% | 0.01% | -64.7% |
| Q2 2022 | $896,000 | -10.8% | 17,605 | +2.6% | 0.02% | 0.0% |
| Q1 2022 | $1,004,000 | -0.7% | 17,161 | -0.5% | 0.02% | +6.2% |
| Q4 2021 | $1,011,000 | -5.7% | 17,250 | -13.2% | 0.02% | -23.8% |
| Q3 2021 | $1,072,000 | -2.7% | 19,862 | -1.4% | 0.02% | -4.5% |
| Q2 2021 | $1,102,000 | +71.4% | 20,140 | +61.8% | 0.02% | +57.1% |
| Q1 2021 | $643,000 | -41.5% | 12,446 | -48.7% | 0.01% | -48.1% |
| Q4 2020 | $1,099,000 | – | 24,260 | – | 0.03% | – |
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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% |