SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $62,000 | -89.2% | 1,284 | -88.6% | 0.01% | -78.9% |
| Q2 2022 | $572,000 | -18.5% | 11,239 | -6.3% | 0.06% | -6.6% |
| Q1 2022 | $702,000 | -9.5% | 11,996 | -9.4% | 0.06% | -3.2% |
| Q4 2021 | $776,000 | +19.8% | 13,245 | +10.3% | 0.06% | +10.5% |
| Q3 2021 | $648,000 | -81.5% | 12,004 | -81.2% | 0.06% | -66.3% |
| Q2 2021 | $3,500,000 | -59.2% | 63,974 | -61.5% | 0.17% | -80.6% |
| Q1 2021 | $8,582,000 | +8.5% | 166,087 | -4.9% | 0.87% | -3.5% |
| Q4 2020 | $7,913,000 | +1451.6% | 174,720 | +1355.0% | 0.90% | +1336.5% |
| Q3 2020 | $510,000 | -11.3% | 12,008 | -23.0% | 0.06% | -38.8% |
| Q2 2020 | $575,000 | – | 15,596 | – | 0.10% | – |
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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% |