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 | $138,022 | -2.8% | 2,466 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $141,968 | +213.7% | 2,466 | +199.3% | 0.01% | +166.7% |
Q1 2023 | $45,254 | +2.8% | 824 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $44,035 | +131.8% | 824 | +157.5% | 0.00% | +200.0% |
Q1 2022 | $19,000 | +35.7% | 320 | +32.2% | 0.00% | 0.0% |
Q4 2021 | $14,000 | +1300.0% | 242 | +796.3% | 0.00% | – |
Q3 2021 | $1,000 | -98.3% | 27 | -98.0% | 0.00% | -100.0% |
Q4 2019 | $59,000 | – | 1,382 | – | 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% |