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 | $504,784 | +51.5% | 9,019 | -66.8% | 0.01% | +60.0% |
| Q2 2023 | $333,193 | -10.4% | 27,183 | +327.7% | 0.01% | -37.5% |
| Q1 2022 | $372,000 | +2.8% | 6,355 | +3.0% | 0.01% | -11.1% |
| Q4 2021 | $362,000 | +50.8% | 6,170 | +32.7% | 0.01% | +12.5% |
| Q1 2021 | $240,000 | -16.1% | 4,649 | -45.0% | 0.01% | -79.5% |
| Q1 2017 | $286,000 | – | 8,458 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 889,529 | $34,451,000 | 15.65% |
| Glassman Wealth Services | 1,223,802 | $47,398,000 | 13.05% |
| Planned Solutions, Inc. | 332,993 | $12,897,000 | 12.60% |
| Arlington Financial Advisors, LLC | 568,491 | $22,018,000 | 11.28% |
| McAdam, LLC | 1,349,024 | $52,248,000 | 9.93% |
| Charles Schwab Investment Advisory, Inc. | 78,675,596 | $3,047,106,000 | 7.25% |
| Resonant Capital Advisors, LLC | 501,903 | $19,439,000 | 5.54% |
| Opes Wealth Management LLC | 265,766 | $10,293,000 | 4.92% |
| Consolidated Planning Corp | 160,058 | $6,199,000 | 4.62% |
| Your Advocates Ltd., LLP | 151,243 | $5,858,000 | 4.60% |