SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 299 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,827 | -2.8% | 9,502 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $547,030 | +3299.4% | 9,502 | +3143.0% | 0.01% | – |
| Q1 2023 | $16,092 | +44.1% | 293 | +40.2% | 0.00% | – |
| Q4 2022 | $11,169 | +11.7% | 209 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -70.6% | 209 | -68.6% | 0.00% | -100.0% |
| Q2 2022 | $34,000 | +78.9% | 665 | +100.3% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | -52.5% | 332 | -51.1% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | +53.8% | 679 | +38.3% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -3.7% | 491 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +68.8% | 491 | +56.4% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +220.0% | 314 | +168.4% | 0.00% | – |
| Q4 2019 | $5,000 | -97.4% | 117 | -97.6% | 0.00% | -100.0% |
| Q3 2019 | $190,000 | +18900.0% | 4,802 | +28147.1% | 0.02% | – |
| Q2 2019 | $1,000 | -66.7% | 17 | -80.5% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 87 | +29.9% | 0.00% | – |
| Q3 2018 | $3,000 | +50.0% | 67 | +1.5% | 0.00% | – |
| Q2 2018 | $2,000 | -93.9% | 66 | -93.9% | 0.00% | -100.0% |
| Q2 2016 | $33,000 | +3.1% | 1,086 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $32,000 | +3.2% | 1,086 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $31,000 | +3000.0% | 1,086 | +2260.9% | 0.01% | – |
| Q3 2015 | $1,000 | – | 46 | – | 0.00% | – |
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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% |