SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 299 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418 | -43.8% | 7,465 | -45.4% | 0.03% | +57.9% |
| Q2 2023 | $744 | +90.3% | 13,660 | +91.8% | 0.02% | 0.0% |
| Q1 2023 | $391 | +9.5% | 7,122 | +6.7% | 0.02% | -5.0% |
| Q4 2022 | $357 | -99.9% | 6,675 | +0.5% | 0.02% | +5.3% |
| Q3 2022 | $317,000 | -5.4% | 6,641 | +0.8% | 0.02% | +5.6% |
| Q2 2022 | $335,000 | -12.5% | 6,590 | +0.5% | 0.02% | -10.0% |
| Q1 2022 | $383,000 | +0.3% | 6,555 | +0.7% | 0.02% | +5.3% |
| Q4 2021 | $382,000 | -36.3% | 6,510 | -41.5% | 0.02% | -45.7% |
| Q3 2021 | $600,000 | -0.2% | 11,119 | +1.2% | 0.04% | -5.4% |
| Q2 2021 | $601,000 | +13.8% | 10,987 | +7.6% | 0.04% | -7.5% |
| Q1 2021 | $528,000 | +155.1% | 10,210 | +123.3% | 0.04% | +135.3% |
| Q4 2020 | $207,000 | – | 4,573 | – | 0.02% | – |
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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% |