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 | $257 | -9.2% | 4,592 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $283 | +177.5% | 4,910 | +164.1% | 0.00% | +100.0% |
| Q1 2023 | $102 | -36.6% | 1,859 | -38.2% | 0.00% | 0.0% |
| Q4 2022 | $161 | -99.8% | 3,010 | +87.1% | 0.00% | 0.0% |
| Q3 2022 | $77,000 | -13.5% | 1,609 | -7.8% | 0.00% | 0.0% |
| Q2 2022 | $89,000 | +6.0% | 1,745 | +20.9% | 0.00% | 0.0% |
| Q1 2022 | $84,000 | -2.3% | 1,443 | -1.7% | 0.00% | 0.0% |
| Q4 2021 | $86,000 | +11.7% | 1,468 | +4.8% | 0.00% | 0.0% |
| Q2 2021 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $77,000 | -33.6% | 1,401 | -58.9% | 0.00% | -66.7% |
| Q4 2018 | $116,000 | +78.5% | 3,411 | +109.0% | 0.00% | +50.0% |
| Q3 2018 | $65,000 | +25.0% | 1,632 | +16.5% | 0.00% | 0.0% |
| Q2 2018 | $52,000 | – | 1,401 | – | 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% |