SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,894 | +21.2% | 9,128 | +24.6% | 0.09% | +23.9% |
| Q2 2023 | $421,700 | +11.0% | 7,325 | +5.9% | 0.07% | +7.6% |
| Q1 2023 | $379,937 | -13.0% | 6,918 | -15.3% | 0.07% | -15.4% |
| Q4 2022 | $436,605 | -2.5% | 8,170 | -13.0% | 0.08% | -9.3% |
| Q3 2022 | $448,000 | +0.9% | 9,388 | +7.7% | 0.09% | +8.9% |
| Q2 2022 | $444,000 | +22.7% | 8,718 | +41.0% | 0.08% | +38.6% |
| Q1 2022 | $362,000 | +6.8% | 6,181 | +8.8% | 0.06% | +9.6% |
| Q4 2021 | $339,000 | +68.7% | 5,682 | +52.7% | 0.05% | +57.6% |
| Q3 2021 | $201,000 | +240.7% | 3,721 | +146.6% | 0.03% | +32.0% |
| Q2 2019 | $59,000 | +90.3% | 1,509 | +86.1% | 0.02% | +78.6% |
| Q1 2019 | $31,000 | – | 811 | – | 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% |