SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 277 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $69 | +4.5% | 1,197 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $66 | -72.2% | 1,197 | -73.0% | 0.01% | -75.0% |
| Q4 2022 | $237 | -99.9% | 4,436 | +29.1% | 0.02% | +33.3% |
| Q3 2022 | $164,000 | -54.2% | 3,436 | -51.2% | 0.02% | -51.6% |
| Q2 2022 | $358,000 | -13.1% | 7,036 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $412,000 | -3.3% | 7,036 | -3.1% | 0.03% | +3.3% |
| Q4 2021 | $426,000 | +453.2% | 7,261 | +410.6% | 0.03% | +400.0% |
| Q3 2021 | $77,000 | +18.5% | 1,422 | +18.8% | 0.01% | +20.0% |
| Q2 2021 | $65,000 | +333.3% | 1,197 | +214.2% | 0.01% | +150.0% |
| Q3 2020 | $15,000 | -65.1% | 381 | -61.9% | 0.00% | -60.0% |
| Q4 2019 | $43,000 | +152.9% | 1,000 | +127.3% | 0.01% | +150.0% |
| Q2 2019 | $17,000 | -41.4% | 440 | -43.1% | 0.00% | -50.0% |
| Q1 2019 | $29,000 | +7.4% | 773 | +13.8% | 0.00% | 0.0% |
| Q3 2018 | $27,000 | -30.8% | 679 | -35.9% | 0.00% | -33.3% |
| Q1 2018 | $39,000 | -2.5% | 1,060 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $40,000 | – | 1,060 | – | 0.01% | – |
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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% |