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 2023 | $930,378 | +0.5% | 16,623 | +3.4% | 0.02% | 0.0% |
| Q2 2023 | $925,708 | +97755.0% | 16,080 | -6.7% | 0.02% | -15.8% |
| Q1 2023 | $946 | +69.5% | 17,230 | +65.1% | 0.02% | +26.7% |
| Q4 2022 | $558 | -99.8% | 10,437 | +83.4% | 0.02% | +66.7% |
| Q3 2022 | $272,000 | -11.7% | 5,692 | -5.9% | 0.01% | -10.0% |
| Q2 2022 | $308,000 | -60.3% | 6,047 | -54.4% | 0.01% | -58.3% |
| Q1 2022 | $775,000 | +48.2% | 13,255 | +48.6% | 0.02% | +50.0% |
| Q4 2021 | $523,000 | +28.5% | 8,920 | +18.2% | 0.02% | +23.1% |
| Q3 2021 | $407,000 | +25.2% | 7,545 | +27.0% | 0.01% | +8.3% |
| Q2 2021 | $325,000 | – | 5,939 | – | 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% |