SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $290,000 | +7.4% | 6,080 | +14.6% | 0.02% | +14.3% |
| Q2 2022 | $270,000 | -13.7% | 5,304 | -0.9% | 0.02% | +5.0% |
| Q1 2022 | $313,000 | -28.5% | 5,354 | -28.3% | 0.02% | -16.7% |
| Q4 2021 | $438,000 | +110.6% | 7,469 | +96.4% | 0.02% | +84.6% |
| Q2 2021 | $208,000 | -5.5% | 3,803 | -21.6% | 0.01% | -13.3% |
| Q4 2020 | $220,000 | -41.3% | 4,852 | -44.8% | 0.02% | -62.5% |
| Q4 2019 | $375,000 | +33.5% | 8,792 | +17.3% | 0.04% | -4.8% |
| Q4 2017 | $281,000 | – | 7,496 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 903,526 | $33,286,000 | 15.42% |
| Glassman Wealth Services | 1,241,000 | $45,718,000 | 14.21% |
| Arlington Financial Advisors, LLC | 578,960 | $21,329,000 | 12.06% |
| McAdam, LLC | 1,292,714 | $47,624,000 | 10.12% |
| Charles Schwab Investment Advisory, Inc. | 78,154,368 | $2,879,207,000 | 7.26% |
| Consolidated Planning Corp | 161,051 | $5,933,000 | 5.82% |
| Opes Wealth Management LLC | 301,480 | $11,107,000 | 5.66% |
| Resonant Capital Advisors, LLC | 471,190 | $17,359,000 | 5.04% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 691,553 | $25,477,000 | 4.32% |
| White Pine Investment CO | 194,681 | $7,172,000 | 3.54% |